Skip to content
Disclosery

XML Financial, LLC: KJUL position timeline

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

XML Financial, LLC held 50,500 KJUL 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 50,500 shares
    Change vs previous 13F -77,693 shares

    0.12% of the 13F portfolio, value $1,715,485.

    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 128,193 shares
    Change vs previous 13F -5,107 shares

    0.33% of the 13F portfolio, value $4,105,995.

    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 133,300 shares
    Change vs previous 13F -16,820 shares

    0.34% of the 13F portfolio, value $4,225,702.

    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 150,120 shares
    Change vs previous 13F -1,615 shares

    0.38% of the 13F portfolio, value $4,647,715.

    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 151,735 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $4,429,903.

    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).