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Disclosery

XML Financial, LLC: IWM position timeline

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

XML Financial, LLC held 43,054 IWM 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 43,054 shares
    Change vs previous 13F -86 shares

    0.94% of the 13F portfolio, value $12,935,679.

    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 43,140 shares
    Change vs previous 13F +1,170 shares

    0.86% of the 13F portfolio, value $10,698,878.

    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 41,970 shares
    Change vs previous 13F -231 shares

    0.84% of the 13F portfolio, value $10,331,360.

    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 42,201 shares
    Change vs previous 13F +630 shares

    0.83% of the 13F portfolio, value $10,211,058.

    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 41,571 shares
    Change vs previous 13F +4,643 shares

    0.78% of the 13F portfolio, value $8,970,727.

    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 36,928 shares
    Change vs previous 13F -2,212 shares

    0.69% of the 13F portfolio, value $7,366,859.

    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 39,140 shares
    Change vs previous 13F +608 shares

    0.79% of the 13F portfolio, value $8,648,387.

    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 38,532 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $8,511,282.

    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).