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Disclosery

XML Financial, LLC: QDIV position timeline

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

XML Financial, LLC held 29,863 QDIV 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 29,863 shares
    Change vs previous 13F -113,863 shares

    0.08% of the 13F portfolio, value $1,112,038.

    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 143,726 shares
    Change vs previous 13F -1,317 shares

    0.43% of the 13F portfolio, value $5,285,667.

    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 145,043 shares
    Change vs previous 13F -11,735 shares

    0.41% of the 13F portfolio, value $5,027,596.

    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 156,778 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $5,516,625.

    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).