Skip to content
Disclosery

XML Financial, LLC: PEP position timeline

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

XML Financial, LLC held 13,548 PEP 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 13,548 shares
    Change vs previous 13F +432 shares

    0.13% of the 13F portfolio, value $1,834,457.

    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 13,116 shares
    Change vs previous 13F +52 shares

    0.16% of the 13F portfolio, value $2,036,852.

    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 13,064 shares
    Change vs previous 13F -123 shares

    0.15% of the 13F portfolio, value $1,874,944.

    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 13,187 shares
    Change vs previous 13F -797 shares

    0.15% of the 13F portfolio, value $1,851,966.

    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 13,984 shares
    Change vs previous 13F -39 shares

    0.16% of the 13F portfolio, value $1,846,522.

    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 14,023 shares
    Change vs previous 13F -138 shares

    0.2% of the 13F portfolio, value $2,102,574.

    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 14,161 shares
    Change vs previous 13F -91 shares

    0.2% of the 13F portfolio, value $2,153,251.

    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 14,252 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,423,479.

    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).