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Disclosery

XML Financial, LLC: PTNQ position timeline

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

XML Financial, LLC held 9,689 PTNQ 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 9,689 shares
    Change vs previous 13F -110 shares

    0.06% of the 13F portfolio, value $858,959.

    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 9,799 shares
    Change vs previous 13F -1,112 shares

    0.06% of the 13F portfolio, value $714,917.

    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 10,911 shares
    Change vs previous 13F +200 shares

    0.07% of the 13F portfolio, value $858,155.

    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 10,711 shares
    Change vs previous 13F -13 shares

    0.07% of the 13F portfolio, value $830,429.

    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 10,724 shares
    Change vs previous 13F -1,977 shares

    0.07% of the 13F portfolio, value $765,386.

    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 12,701 shares
    Change vs previous 13F +1,790 shares

    0.08% of the 13F portfolio, value $901,899.

    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 10,911 shares
    Change vs previous 13F -601 shares

    0.07% of the 13F portfolio, value $807,657.

    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 11,512 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $844,145.

    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).