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Disclosery

XML Financial, LLC: LVHD position timeline

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

XML Financial, LLC held 38,402 LVHD 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 38,402 shares
    Change vs previous 13F -443 shares

    0.12% of the 13F portfolio, value $1,689,788.

    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 38,845 shares
    Change vs previous 13F -6,003 shares

    0.13% of the 13F portfolio, value $1,653,225.

    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 44,848 shares
    Change vs previous 13F +2,998 shares

    0.15% of the 13F portfolio, value $1,788,614.

    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 41,850 shares
    Change vs previous 13F -316 shares

    0.14% of the 13F portfolio, value $1,730,061.

    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 42,166 shares
    Change vs previous 13F +1,424 shares

    0.15% of the 13F portfolio, value $1,680,720.

    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 40,742 shares
    Change vs previous 13F -3,922 shares

    0.16% of the 13F portfolio, value $1,669,182.

    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 44,664 shares
    Change vs previous 13F -4,622 shares

    0.16% of the 13F portfolio, value $1,713,320.

    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 49,286 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,006,926.

    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).