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Disclosery

XML Financial, LLC: PFM position timeline

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

XML Financial, LLC held 0 PFM shares at 2026-03-31 per its 13F-HR filed 2026-04-16.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -5,085 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 5,085 shares
    Change vs previous 13F +15 shares

    0.02% of the 13F portfolio, value $261,907.

    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).

  3. period ended2025-09-30
    13F 5,070 shares
    Change vs previous 13F +14 shares

    0.02% of the 13F portfolio, value $257,289.

    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).

  4. period ended2025-06-30
    13F 5,056 shares
    Change vs previous 13F -278 shares

    0.02% of the 13F portfolio, value $243,569.

    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).

  5. period ended2025-03-31
    13F 5,334 shares
    Change vs previous 13F +17 shares

    0.02% of the 13F portfolio, value $244,202.

    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).

  6. period ended2024-12-31
    13F 5,317 shares
    Change vs previous 13F -617 shares

    0.02% of the 13F portfolio, value $243,848.

    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).

  7. period ended2024-09-30
    13F 5,934 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $276,230.

    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).