Skip to content
Disclosery

XML Financial, LLC: IWF position timeline

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

XML Financial, LLC held 281,379 IWF 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 281,379 shares
    Change vs previous 13F +210,347 shares

    2.54% of the 13F portfolio, value $34,938,809.

    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 71,032 shares
    Change vs previous 13F -9,221 shares

    2.44% of the 13F portfolio, value $30,287,903.

    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 80,253 shares
    Change vs previous 13F -843 shares

    3.1% of the 13F portfolio, value $37,983,668.

    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 81,096 shares
    Change vs previous 13F -39 shares

    3.09% of the 13F portfolio, value $37,986,062.

    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 81,135 shares
    Change vs previous 13F +3,982 shares

    2.99% of the 13F portfolio, value $34,448,225.

    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 77,153 shares
    Change vs previous 13F -4,274 shares

    2.6% of the 13F portfolio, value $27,859,071.

    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 81,427 shares
    Change vs previous 13F +333 shares

    3% of the 13F portfolio, value $32,699,291.

    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 81,094 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $30,440,975.

    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).