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Disclosery

XML Financial, LLC: PSK position timeline

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

XML Financial, LLC held 26,939 PSK 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 26,939 shares
    Change vs previous 13F -45 shares

    0.06% of the 13F portfolio, value $822,455.

    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 26,984 shares
    Change vs previous 13F -5,542 shares

    0.07% of the 13F portfolio, value $832,183.

    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 32,526 shares
    Change vs previous 13F +3,401 shares

    0.08% of the 13F portfolio, value $1,030,736.

    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 29,125 shares
    Change vs previous 13F -1,530 shares

    0.08% of the 13F portfolio, value $963,159.

    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 30,655 shares
    Change vs previous 13F -1,754 shares

    0.08% of the 13F portfolio, value $973,608.

    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 32,409 shares
    Change vs previous 13F -232 shares

    0.1% of the 13F portfolio, value $1,049,712.

    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 32,641 shares
    Change vs previous 13F +6,602 shares

    0.1% of the 13F portfolio, value $1,076,840.

    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 26,039 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $928,546.

    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).