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Disclosery

XML Financial, LLC: IWP position timeline

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

XML Financial, LLC held 83,381 IWP 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 83,381 shares
    Change vs previous 13F +818 shares

    0.89% of the 13F portfolio, value $12,207,877.

    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 82,563 shares
    Change vs previous 13F +2,046 shares

    0.85% of the 13F portfolio, value $10,577,961.

    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 80,517 shares
    Change vs previous 13F -918 shares

    0.9% of the 13F portfolio, value $11,025,948.

    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 81,435 shares
    Change vs previous 13F -322 shares

    0.94% of the 13F portfolio, value $11,597,192.

    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 81,757 shares
    Change vs previous 13F +2,016 shares

    0.98% of the 13F portfolio, value $11,338,042.

    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 79,741 shares
    Change vs previous 13F +440 shares

    0.88% of the 13F portfolio, value $9,368,781.

    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 79,301 shares
    Change vs previous 13F +503 shares

    0.92% of the 13F portfolio, value $10,051,399.

    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 78,798 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $9,242,193.

    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).