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Disclosery

XML Financial, LLC: KREF position timeline

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

XML Financial, LLC held 10,500 KREF 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 10,500 shares
    Change vs previous 13F -18,150 shares

    0.01% of the 13F portfolio, value $71,820.

    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 28,650 shares
    Change vs previous 13F -7,650 shares

    0.01% of the 13F portfolio, value $175,338.

    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 36,300 shares
    Change vs previous 13F +7,350 shares

    0.02% of the 13F portfolio, value $298,386.

    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 28,950 shares
    Change vs previous 13F -1,950 shares

    0.02% of the 13F portfolio, value $260,550.

    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 30,900 shares
    Change vs previous 13F -6,500 shares

    0.02% of the 13F portfolio, value $270,993.

    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 37,400 shares
    Change vs previous 13F -584 shares

    0.04% of the 13F portfolio, value $403,920.

    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 37,984 shares
    Change vs previous 13F -2,600 shares

    0.04% of the 13F portfolio, value $383,638.

    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 40,584 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $501,212.

    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).