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Disclosery

XML Financial, LLC: QYLD position timeline

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

XML Financial, LLC held 39,249 QYLD 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 39,249 shares
    Change vs previous 13F -12,603 shares

    0.05% of the 13F portfolio, value $723,359.

    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 51,852 shares
    Change vs previous 13F +1,613 shares

    0.07% of the 13F portfolio, value $889,255.

    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 50,239 shares
    Change vs previous 13F -1,367 shares

    0.07% of the 13F portfolio, value $887,730.

    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 51,606 shares
    Change vs previous 13F -1,126 shares

    0.07% of the 13F portfolio, value $877,818.

    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 52,732 shares
    Change vs previous 13F -268,384 shares

    0.08% of the 13F portfolio, value $881,679.

    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 321,116 shares
    Change vs previous 13F +46,506 shares

    0.5% of the 13F portfolio, value $5,340,165.

    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 274,610 shares
    Change vs previous 13F -2,090 shares

    0.46% of the 13F portfolio, value $5,003,394.

    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 276,700 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $4,991,668.

    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).