Skip to content
Disclosery

XML Financial, LLC: SPDW position timeline

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

XML Financial, LLC held 171,087 SPDW 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 171,087 shares
    Change vs previous 13F +1,680 shares

    0.63% of the 13F portfolio, value $8,621,096.

    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 169,407 shares
    Change vs previous 13F +7,577 shares

    0.62% of the 13F portfolio, value $7,733,440.

    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 161,830 shares
    Change vs previous 13F -2,991 shares

    0.59% of the 13F portfolio, value $7,186,858.

    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 164,821 shares
    Change vs previous 13F +359 shares

    0.57% of the 13F portfolio, value $7,052,674.

    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 164,462 shares
    Change vs previous 13F +2,747 shares

    0.58% of the 13F portfolio, value $6,659,048.

    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 161,715 shares
    Change vs previous 13F -4,442 shares

    0.55% of the 13F portfolio, value $5,888,044.

    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 166,157 shares
    Change vs previous 13F +3,311 shares

    0.52% of the 13F portfolio, value $5,670,939.

    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 162,846 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $6,116,490.

    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).