Skip to content
Disclosery

XML Financial, LLC: NAD position timeline

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

XML Financial, LLC held 106,183 NAD 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 106,183 shares
    Change vs previous 13F -26,965 shares

    0.09% of the 13F portfolio, value $1,286,938.

    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 133,148 shares
    Change vs previous 13F -4,938 shares

    0.12% of the 13F portfolio, value $1,531,202.

    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 138,086 shares
    Change vs previous 13F -3,036 shares

    0.14% of the 13F portfolio, value $1,659,796.

    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 141,122 shares
    Change vs previous 13F -3,401 shares

    0.13% of the 13F portfolio, value $1,649,719.

    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 144,523 shares
    Change vs previous 13F +4,473 shares

    0.14% of the 13F portfolio, value $1,631,667.

    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 140,050 shares
    Change vs previous 13F +2,796 shares

    0.15% of the 13F portfolio, value $1,613,378.

    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 137,254 shares
    Change vs previous 13F -2,659 shares

    0.15% of the 13F portfolio, value $1,600,384.

    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 139,913 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,732,125.

    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).