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Disclosery

XML Financial, LLC: IWR position timeline

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

XML Financial, LLC held 233,838 IWR 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 233,838 shares
    Change vs previous 13F -3,716 shares

    1.88% of the 13F portfolio, value $25,796,998.

    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 237,554 shares
    Change vs previous 13F -6,771 shares

    1.86% of the 13F portfolio, value $23,097,409.

    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 244,325 shares
    Change vs previous 13F -494 shares

    1.92% of the 13F portfolio, value $23,521,153.

    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 244,819 shares
    Change vs previous 13F -5,694 shares

    1.92% of the 13F portfolio, value $23,637,278.

    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 250,513 shares
    Change vs previous 13F -7,279 shares

    2% of the 13F portfolio, value $23,039,637.

    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 257,792 shares
    Change vs previous 13F -16,120 shares

    2.05% of the 13F portfolio, value $21,930,361.

    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 273,912 shares
    Change vs previous 13F -5,375 shares

    2.22% of the 13F portfolio, value $24,213,851.

    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 279,287 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $24,616,381.

    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).