Skip to content
Disclosery

XML Financial, LLC: JEPI position timeline

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

XML Financial, LLC held 25,710 JEPI 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 25,710 shares
    Change vs previous 13F -4,900 shares

    0.11% of the 13F portfolio, value $1,452,101.

    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 30,610 shares
    Change vs previous 13F +3,250 shares

    0.14% of the 13F portfolio, value $1,734,975.

    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 27,360 shares
    Change vs previous 13F +5,215 shares

    0.13% of the 13F portfolio, value $1,566,086.

    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 22,145 shares
    Change vs previous 13F +1,700 shares

    0.1% of the 13F portfolio, value $1,264,480.

    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 20,445 shares
    Change vs previous 13F +3,545 shares

    0.1% of the 13F portfolio, value $1,162,298.

    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 16,900 shares
    Change vs previous 13F +10,350 shares

    0.09% of the 13F portfolio, value $965,666.

    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 6,550 shares
    Change vs previous 13F +1,075 shares

    0.03% of the 13F portfolio, value $376,822.

    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 5,475 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $325,817.

    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).