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Disclosery

XML Financial, LLC: RWO position timeline

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

XML Financial, LLC held 15,076 RWO 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 15,076 shares
    Change vs previous 13F -656 shares

    0.05% of the 13F portfolio, value $749,404.

    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 15,732 shares
    Change vs previous 13F +623 shares

    0.06% of the 13F portfolio, value $720,064.

    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 15,109 shares
    Change vs previous 13F -81 shares

    0.06% of the 13F portfolio, value $680,194.

    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 15,190 shares
    Change vs previous 13F +20 shares

    0.06% of the 13F portfolio, value $695,266.

    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 15,170 shares
    Change vs previous 13F +113 shares

    0.06% of the 13F portfolio, value $669,615.

    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 15,057 shares
    Change vs previous 13F -101,923 shares

    0.06% of the 13F portfolio, value $657,076.

    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 116,980 shares
    Change vs previous 13F -9,592 shares

    0.46% of the 13F portfolio, value $5,017,254.

    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 126,572 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $6,015,956.

    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).