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Disclosery

XML Financial, LLC: MSFT position timeline

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

XML Financial, LLC held 57,808 MSFT 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 57,808 shares
    Change vs previous 13F +1,710 shares

    1.57% of the 13F portfolio, value $21,563,348.

    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 56,098 shares
    Change vs previous 13F +894 shares

    1.68% of the 13F portfolio, value $20,765,584.

    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 55,204 shares
    Change vs previous 13F -5,280 shares

    2.18% of the 13F portfolio, value $26,697,855.

    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 60,484 shares
    Change vs previous 13F -575 shares

    2.55% of the 13F portfolio, value $31,327,700.

    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 61,059 shares
    Change vs previous 13F +32 shares

    2.64% of the 13F portfolio, value $30,371,226.

    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 61,027 shares
    Change vs previous 13F +98 shares

    2.14% of the 13F portfolio, value $22,909,012.

    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 60,929 shares
    Change vs previous 13F +1,252 shares

    2.36% of the 13F portfolio, value $25,681,490.

    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 59,677 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $25,678,939.

    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).