Skip to content
Disclosery

XML Financial, LLC: MO position timeline

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

XML Financial, LLC held 12,678 MO 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 12,678 shares
    Change vs previous 13F +308 shares

    0.07% of the 13F portfolio, value $912,192.

    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 12,370 shares
    Change vs previous 13F +144 shares

    0.07% of the 13F portfolio, value $816,309.

    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 12,226 shares
    Change vs previous 13F -105 shares

    0.06% of the 13F portfolio, value $704,948.

    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 12,331 shares
    Change vs previous 13F -2,074 shares

    0.07% of the 13F portfolio, value $814,593.

    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 14,405 shares
    Change vs previous 13F -22,669 shares

    0.07% of the 13F portfolio, value $844,588.

    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 37,074 shares
    Change vs previous 13F -296 shares

    0.21% of the 13F portfolio, value $2,225,185.

    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 37,370 shares
    Change vs previous 13F +10,781 shares

    0.18% of the 13F portfolio, value $1,954,096.

    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 26,589 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,357,127.

    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).