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Disclosery

XML Financial, LLC: PFF position timeline

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

XML Financial, LLC held 135,552 PFF 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 135,552 shares
    Change vs previous 13F -1,708 shares

    0.3% of the 13F portfolio, value $4,132,969.

    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 137,260 shares
    Change vs previous 13F +7,114 shares

    0.34% of the 13F portfolio, value $4,161,713.

    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 130,146 shares
    Change vs previous 13F -36,366 shares

    0.33% of the 13F portfolio, value $4,029,318.

    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 166,512 shares
    Change vs previous 13F -3,114 shares

    0.43% of the 13F portfolio, value $5,265,105.

    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 169,626 shares
    Change vs previous 13F +12,489 shares

    0.45% of the 13F portfolio, value $5,204,115.

    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 157,137 shares
    Change vs previous 13F +8,272 shares

    0.45% of the 13F portfolio, value $4,828,826.

    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 148,865 shares
    Change vs previous 13F +13,798 shares

    0.43% of the 13F portfolio, value $4,680,325.

    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 135,067 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $4,488,279.

    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).