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Disclosery

XML Financial, LLC: LLY position timeline

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

XML Financial, LLC held 1,921 LLY 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 1,921 shares
    Change vs previous 13F +330 shares

    0.17% of the 13F portfolio, value $2,303,945.

    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 1,591 shares
    Change vs previous 13F -73 shares

    0.12% of the 13F portfolio, value $1,462,912.

    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 1,664 shares
    Change vs previous 13F +289 shares

    0.15% of the 13F portfolio, value $1,788,245.

    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 1,375 shares
    Change vs previous 13F -295 shares

    0.09% of the 13F portfolio, value $1,048,758.

    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 1,670 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,301,440.

    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 1,670 shares
    Change vs previous 13F -155 shares

    0.13% of the 13F portfolio, value $1,378,872.

    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 1,825 shares
    Change vs previous 13F +50 shares

    0.13% of the 13F portfolio, value $1,408,928.

    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 1,775 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,572,388.

    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).