XML Financial, LLC: MMD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of XML Financial, LLC on MMD, newest first. How the timeline and the estimate are built.
XML Financial, LLC held 32,505 MMD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 32,505 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $503,828.
13F-HR 0001725547-26-000254 filed by XML Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 32,505 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $482,699.
13F-HR 0001725547-26-000139 filed by XML Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 32,505 sharesChange vs previous 13F +550 shares
0.04% of the 13F portfolio, value $483,349.
13F-HR 0001725547-26-000074 filed by XML Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 31,955 sharesChange vs previous 13F -6,425 shares
0.04% of the 13F portfolio, value $483,479.
13F-HR 0001725547-25-004125 filed by XML Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 38,380 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $567,640.
13F-HR 0001725547-25-003469 filed by XML Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 38,380 sharesChange vs previous 13F -9,166 shares
0.05% of the 13F portfolio, value $578,770.
13F-HR 0001725547-25-001441 filed by XML Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 47,546 sharesChange vs previous 13F -86,526 shares
0.07% of the 13F portfolio, value $709,862.
13F-HR 0001725547-25-000138 filed by XML Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 134,072 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $2,260,445.
13F-HR 0001725547-24-006074 filed by XML Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).