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Disclosery

XML Financial, LLC: IWD position timeline

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

XML Financial, LLC held 50,237 IWD 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 50,237 shares
    Change vs previous 13F +940 shares

    0.89% of the 13F portfolio, value $12,178,948.

    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 49,297 shares
    Change vs previous 13F -17,101 shares

    0.85% of the 13F portfolio, value $10,533,351.

    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 66,398 shares
    Change vs previous 13F +501 shares

    1.14% of the 13F portfolio, value $13,966,109.

    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 65,897 shares
    Change vs previous 13F +317 shares

    1.09% of the 13F portfolio, value $13,415,962.

    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 65,580 shares
    Change vs previous 13F +511 shares

    1.11% of the 13F portfolio, value $12,737,538.

    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 65,069 shares
    Change vs previous 13F -4,503 shares

    1.14% of the 13F portfolio, value $12,243,399.

    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 69,572 shares
    Change vs previous 13F +260 shares

    1.18% of the 13F portfolio, value $12,879,772.

    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 69,312 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $13,155,339.

    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).