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Disclosery

XML Financial, LLC: OHI position timeline

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

XML Financial, LLC held 54,682 OHI 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 54,682 shares
    Change vs previous 13F -4,100 shares

    0.19% of the 13F portfolio, value $2,607,214.

    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 58,782 shares
    Change vs previous 13F -952 shares

    0.21% of the 13F portfolio, value $2,575,805.

    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 59,734 shares
    Change vs previous 13F -6,968 shares

    0.22% of the 13F portfolio, value $2,648,597.

    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 66,702 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $2,816,137.

    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 66,702 shares
    Change vs previous 13F -4,225 shares

    0.21% of the 13F portfolio, value $2,444,610.

    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 70,927 shares
    Change vs previous 13F -4,909 shares

    0.25% of the 13F portfolio, value $2,700,881.

    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 75,836 shares
    Change vs previous 13F -1,465 shares

    0.26% of the 13F portfolio, value $2,870,386.

    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 77,301 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,146,143.

    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).