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Disclosery

XML Financial, LLC: OEF position timeline

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

XML Financial, LLC held 3,989 OEF 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 3,989 shares
    Change vs previous 13F -60 shares

    0.11% of the 13F portfolio, value $1,459,455.

    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 4,049 shares
    Change vs previous 13F +687 shares

    0.1% of the 13F portfolio, value $1,287,865.

    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 3,362 shares
    Change vs previous 13F -867 shares

    0.09% of the 13F portfolio, value $1,152,908.

    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 4,229 shares
    Change vs previous 13F -4 shares

    0.11% of the 13F portfolio, value $1,407,580.

    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 4,233 shares
    Change vs previous 13F -4 shares

    0.11% of the 13F portfolio, value $1,288,314.

    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 4,237 shares
    Change vs previous 13F -302 shares

    0.11% of the 13F portfolio, value $1,147,507.

    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 4,539 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $1,311,051.

    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 4,538 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,255,960.

    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).