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Disclosery

XML Financial, LLC: IWS position timeline

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

XML Financial, LLC held 68,063 IWS 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 68,063 shares
    Change vs previous 13F +271 shares

    0.81% of the 13F portfolio, value $11,203,130.

    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 67,792 shares
    Change vs previous 13F +131 shares

    0.8% of the 13F portfolio, value $9,880,050.

    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 67,661 shares
    Change vs previous 13F +1,121 shares

    0.78% of the 13F portfolio, value $9,543,587.

    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 66,540 shares
    Change vs previous 13F +560 shares

    0.76% of the 13F portfolio, value $9,293,615.

    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 65,980 shares
    Change vs previous 13F +24,136 shares

    0.76% of the 13F portfolio, value $8,718,655.

    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 41,844 shares
    Change vs previous 13F +7 shares

    0.49% of the 13F portfolio, value $5,271,082.

    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 41,837 shares
    Change vs previous 13F -29 shares

    0.5% of the 13F portfolio, value $5,411,176.

    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 41,866 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $5,536,791.

    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).