Skip to content
Disclosery

XML Financial, LLC: IWN position timeline

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

XML Financial, LLC held 32,424 IWN 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 32,424 shares
    Change vs previous 13F +338 shares

    0.52% of the 13F portfolio, value $7,172,235.

    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 32,086 shares
    Change vs previous 13F -107 shares

    0.49% of the 13F portfolio, value $6,083,145.

    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 32,193 shares
    Change vs previous 13F +1,299 shares

    0.48% of the 13F portfolio, value $5,833,707.

    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 30,894 shares
    Change vs previous 13F -381 shares

    0.44% of the 13F portfolio, value $5,462,314.

    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 31,275 shares
    Change vs previous 13F +1,500 shares

    0.43% of the 13F portfolio, value $4,933,914.

    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 29,775 shares
    Change vs previous 13F -2,468 shares

    0.42% of the 13F portfolio, value $4,495,424.

    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 32,243 shares
    Change vs previous 13F +462 shares

    0.49% of the 13F portfolio, value $5,293,383.

    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 31,781 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $5,301,781.

    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).