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Disclosery

XML Financial, LLC: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of XML Financial, LLC on IWB, newest first. How the timeline and the estimate are built.

XML Financial, LLC held 81,941 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,941 shares
    Change vs previous 13F -621 shares

    2.44% of the 13F portfolio, value $33,554,685.

    13F-HR 0001725547-26-000254 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 82,562 shares
    Change vs previous 13F -1,039 shares

    2.38% of the 13F portfolio, value $29,438,444.

    13F-HR 0001725547-26-000139 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 83,601 shares
    Change vs previous 13F -912 shares

    2.55% of the 13F portfolio, value $31,220,034.

    13F-HR 0001725547-26-000074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 84,513 shares
    Change vs previous 13F -714 shares

    2.51% of the 13F portfolio, value $30,887,730.

    13F-HR 0001725547-25-004125 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 85,227 shares
    Change vs previous 13F -676 shares

    2.51% of the 13F portfolio, value $28,940,549.

    13F-HR 0001725547-25-003469 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 85,903 shares
    Change vs previous 13F -3,474 shares

    2.46% of the 13F portfolio, value $26,349,903.

    13F-HR 0001725547-25-001441 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 89,377 shares
    Change vs previous 13F +6,281 shares

    2.64% of the 13F portfolio, value $28,793,641.

    13F-HR 0001725547-25-000138 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 83,096 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $26,124,529.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).