Skip to content
Disclosery

XML Financial, LLC: MUB position timeline

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

XML Financial, LLC held 4,025 MUB 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 4,025 shares
    Change vs previous 13F -259 shares

    0.03% of the 13F portfolio, value $433,172.

    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 4,284 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $454,761.

    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 4,282 shares
    Change vs previous 13F +44 shares

    0.04% of the 13F portfolio, value $458,644.

    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 4,238 shares
    Change vs previous 13F -279 shares

    0.04% of the 13F portfolio, value $451,297.

    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 4,517 shares
    Change vs previous 13F +165 shares

    0.04% of the 13F portfolio, value $471,960.

    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 4,352 shares
    Change vs previous 13F +46 shares

    0.04% of the 13F portfolio, value $458,889.

    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 4,306 shares
    Change vs previous 13F -4,030 shares

    0.04% of the 13F portfolio, value $458,820.

    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 8,336 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $905,501.

    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).