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Disclosery

XML Financial, LLC: PSA position timeline

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

XML Financial, LLC held 3,971 PSA 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 3,971 shares
    Change vs previous 13F -525 shares

    0.09% of the 13F portfolio, value $1,263,957.

    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 4,496 shares
    Change vs previous 13F -1,630 shares

    0.1% of the 13F portfolio, value $1,217,908.

    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 6,126 shares
    Change vs previous 13F -3,610 shares

    0.13% of the 13F portfolio, value $1,589,715.

    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 9,736 shares
    Change vs previous 13F +783 shares

    0.23% of the 13F portfolio, value $2,812,233.

    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 8,953 shares
    Change vs previous 13F -101 shares

    0.23% of the 13F portfolio, value $2,627,043.

    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 9,054 shares
    Change vs previous 13F +357 shares

    0.25% of the 13F portfolio, value $2,709,900.

    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 8,697 shares
    Change vs previous 13F +248 shares

    0.24% of the 13F portfolio, value $2,604,158.

    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 8,449 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,074,401.

    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).