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Disclosery

XML Financial, LLC: MUNI position timeline

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

XML Financial, LLC held 66,797 MUNI 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 66,797 shares
    Change vs previous 13F +11,942 shares

    0.26% of the 13F portfolio, value $3,513,510.

    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 54,855 shares
    Change vs previous 13F +20,812 shares

    0.23% of the 13F portfolio, value $2,862,874.

    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 34,043 shares
    Change vs previous 13F +8,018 shares

    0.15% of the 13F portfolio, value $1,784,177.

    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 26,025 shares
    Change vs previous 13F -201,123 shares

    0.11% of the 13F portfolio, value $1,360,613.

    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 227,148 shares
    Change vs previous 13F -2,224 shares

    1.01% of the 13F portfolio, value $11,666,316.

    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 229,372 shares
    Change vs previous 13F +2,883 shares

    1.1% of the 13F portfolio, value $11,824,117.

    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 226,489 shares
    Change vs previous 13F -786 shares

    1.07% of the 13F portfolio, value $11,716,258.

    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 227,275 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $12,041,024.

    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).