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Disclosery

XML Financial, LLC: IYW position timeline

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

XML Financial, LLC held 3,352 IYW 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 3,352 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $845,475.

    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 3,352 shares
    Change vs previous 13F -42 shares

    0.05% of the 13F portfolio, value $608,120.

    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 3,394 shares
    Change vs previous 13F +42 shares

    0.06% of the 13F portfolio, value $677,728.

    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 3,352 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $656,523.

    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 3,352 shares
    Change vs previous 13F -14 shares

    0.05% of the 13F portfolio, value $580,801.

    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 3,366 shares
    Change vs previous 13F -1,030 shares

    0.04% of the 13F portfolio, value $472,721.

    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 4,396 shares
    Change vs previous 13F +73 shares

    0.06% of the 13F portfolio, value $701,311.

    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 4,323 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $655,453.

    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).