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Disclosery

XML Financial, LLC: PPA position timeline

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

XML Financial, LLC held 4,415 PPA 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 4,415 shares
    Change vs previous 13F -33 shares

    0.06% of the 13F portfolio, value $779,986.

    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 4,448 shares
    Change vs previous 13F -143 shares

    0.06% of the 13F portfolio, value $737,092.

    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 4,591 shares
    Change vs previous 13F -200 shares

    0.06% of the 13F portfolio, value $719,086.

    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 4,791 shares
    Change vs previous 13F +2,015 shares

    0.06% of the 13F portfolio, value $744,758.

    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 2,776 shares
    Change vs previous 13F +290 shares

    0.03% of the 13F portfolio, value $393,331.

    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 2,486 shares
    Change vs previous 13F -1,178 shares

    0.03% of the 13F portfolio, value $289,743.

    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 3,664 shares
    Change vs previous 13F +459 shares

    0.04% of the 13F portfolio, value $420,377.

    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 3,205 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $368,431.

    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).