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Disclosery

XML Financial, LLC: PSEC position timeline

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

XML Financial, LLC held 52,149 PSEC 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 52,149 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $120,464.

    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 52,149 shares
    Change vs previous 13F -34,966 shares

    0.01% of the 13F portfolio, value $136,109.

    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 87,115 shares
    Change vs previous 13F -561,109 shares

    0.02% of the 13F portfolio, value $225,629.

    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 648,224 shares
    Change vs previous 13F +3,620 shares

    0.15% of the 13F portfolio, value $1,782,616.

    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 644,604 shares
    Change vs previous 13F -253,904 shares

    0.18% of the 13F portfolio, value $2,049,842.

    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 898,508 shares
    Change vs previous 13F -47,498 shares

    0.34% of the 13F portfolio, value $3,683,883.

    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 946,006 shares
    Change vs previous 13F -1,098,442 shares

    0.37% of the 13F portfolio, value $4,077,286.

    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 2,044,448 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $10,937,798.

    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).