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Disclosery

XML Financial, LLC: IWO position timeline

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

XML Financial, LLC held 19,777 IWO 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 19,777 shares
    Change vs previous 13F -711 shares

    0.57% of the 13F portfolio, value $7,791,325.

    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 20,488 shares
    Change vs previous 13F -236 shares

    0.52% of the 13F portfolio, value $6,429,372.

    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 20,724 shares
    Change vs previous 13F +705 shares

    0.55% of the 13F portfolio, value $6,693,909.

    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 20,019 shares
    Change vs previous 13F -536 shares

    0.52% of the 13F portfolio, value $6,406,851.

    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 20,555 shares
    Change vs previous 13F -5,624 shares

    0.51% of the 13F portfolio, value $5,875,755.

    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 26,179 shares
    Change vs previous 13F -2,053 shares

    0.62% of the 13F portfolio, value $6,689,562.

    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 28,232 shares
    Change vs previous 13F +7,945 shares

    0.75% of the 13F portfolio, value $8,125,834.

    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 20,287 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $5,761,393.

    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).