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Disclosery

XML Financial, LLC: PTY position timeline

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

XML Financial, LLC held 1,754,583 PTY 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 1,754,583 shares
    Change vs previous 13F +163,536 shares

    1.54% of the 13F portfolio, value $21,107,634.

    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 1,591,047 shares
    Change vs previous 13F -5,608 shares

    1.55% of the 13F portfolio, value $19,188,027.

    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 1,596,655 shares
    Change vs previous 13F +53,314 shares

    1.68% of the 13F portfolio, value $20,596,852.

    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 1,543,341 shares
    Change vs previous 13F +30,977 shares

    1.81% of the 13F portfolio, value $22,285,843.

    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 1,512,364 shares
    Change vs previous 13F +21,167 shares

    1.83% of the 13F portfolio, value $21,036,984.

    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 1,491,197 shares
    Change vs previous 13F +35,234 shares

    2.01% of the 13F portfolio, value $21,562,704.

    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 1,455,963 shares
    Change vs previous 13F +53,557 shares

    1.92% of the 13F portfolio, value $20,922,185.

    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 1,402,406 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $20,180,627.

    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).