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Disclosery

XML Financial, LLC: IYF position timeline

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

XML Financial, LLC held 113,768 IYF 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 113,768 shares
    Change vs previous 13F +42 shares

    1.06% of the 13F portfolio, value $14,506,609.

    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 113,726 shares
    Change vs previous 13F +1,054 shares

    1.08% of the 13F portfolio, value $13,381,033.

    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 112,672 shares
    Change vs previous 13F +820 shares

    1.19% of the 13F portfolio, value $14,526,797.

    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 111,852 shares
    Change vs previous 13F +428 shares

    1.15% of the 13F portfolio, value $14,164,965.

    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 111,424 shares
    Change vs previous 13F -301 shares

    1.17% of the 13F portfolio, value $13,481,164.

    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 111,725 shares
    Change vs previous 13F -1,142 shares

    1.18% of the 13F portfolio, value $12,608,118.

    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 112,867 shares
    Change vs previous 13F +1,262 shares

    1.14% of the 13F portfolio, value $12,480,780.

    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 111,605 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $11,595,746.

    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).