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XML Financial, LLC: NVDA position timeline

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

XML Financial, LLC held 74,279 NVDA 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 74,279 shares
    Change vs previous 13F +7,256 shares

    1.08% of the 13F portfolio, value $14,862,447.

    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 67,023 shares
    Change vs previous 13F +2,864 shares

    0.94% of the 13F portfolio, value $11,688,801.

    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 64,159 shares
    Change vs previous 13F +1,040 shares

    0.98% of the 13F portfolio, value $11,965,627.

    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 63,119 shares
    Change vs previous 13F +5,125 shares

    0.96% of the 13F portfolio, value $11,776,776.

    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 57,994 shares
    Change vs previous 13F -5,321 shares

    0.8% of the 13F portfolio, value $9,162,566.

    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 63,315 shares
    Change vs previous 13F +3,910 shares

    0.64% of the 13F portfolio, value $6,862,043.

    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 59,405 shares
    Change vs previous 13F +909 shares

    0.73% of the 13F portfolio, value $7,977,559.

    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 58,496 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $7,103,764.

    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).