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Disclosery

XML Financial, LLC: NSA position timeline

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

XML Financial, LLC held 20,050 NSA 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 20,050 shares
    Change vs previous 13F -1,600 shares

    0.06% of the 13F portfolio, value $891,624.

    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 21,650 shares
    Change vs previous 13F -750 shares

    0.07% of the 13F portfolio, value $817,071.

    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 22,400 shares
    Change vs previous 13F -15,400 shares

    0.05% of the 13F portfolio, value $631,904.

    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 37,800 shares
    Change vs previous 13F -9,130 shares

    0.09% of the 13F portfolio, value $1,142,316.

    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 46,930 shares
    Change vs previous 13F -6,120 shares

    0.13% of the 13F portfolio, value $1,501,291.

    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 53,050 shares
    Change vs previous 13F -2,915 shares

    0.2% of the 13F portfolio, value $2,090,170.

    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 55,965 shares
    Change vs previous 13F -3,025 shares

    0.19% of the 13F portfolio, value $2,121,633.

    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 58,990 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,843,318.

    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).