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Disclosery

XML Financial, LLC: NEM position timeline

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

XML Financial, LLC held 22,370 NEM 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 22,370 shares
    Change vs previous 13F -2,345 shares

    0.15% of the 13F portfolio, value $2,089,358.

    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 24,715 shares
    Change vs previous 13F -2,215 shares

    0.22% of the 13F portfolio, value $2,675,399.

    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 26,930 shares
    Change vs previous 13F -1,960 shares

    0.22% of the 13F portfolio, value $2,688,961.

    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 28,890 shares
    Change vs previous 13F -1,550 shares

    0.2% of the 13F portfolio, value $2,435,716.

    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 30,440 shares
    Change vs previous 13F -1,100 shares

    0.15% of the 13F portfolio, value $1,773,434.

    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 31,540 shares
    Change vs previous 13F -4,220 shares

    0.14% of the 13F portfolio, value $1,522,751.

    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 35,760 shares
    Change vs previous 13F -6,555 shares

    0.12% of the 13F portfolio, value $1,330,987.

    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 42,315 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,261,737.

    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).