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Disclosery

XML Financial, LLC: SPTM position timeline

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

XML Financial, LLC held 155,578 SPTM 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 155,578 shares
    Change vs previous 13F -4,575 shares

    1.03% of the 13F portfolio, value $14,124,923.

    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 160,153 shares
    Change vs previous 13F +2,039 shares

    1.02% of the 13F portfolio, value $12,661,686.

    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 158,114 shares
    Change vs previous 13F +2,675 shares

    1.06% of the 13F portfolio, value $13,044,413.

    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 155,439 shares
    Change vs previous 13F +2,780 shares

    1.02% of the 13F portfolio, value $12,536,172.

    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 152,659 shares
    Change vs previous 13F +21,306 shares

    0.99% of the 13F portfolio, value $11,432,668.

    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 131,353 shares
    Change vs previous 13F +8,525 shares

    0.83% of the 13F portfolio, value $8,933,302.

    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 122,828 shares
    Change vs previous 13F +1,969 shares

    0.81% of the 13F portfolio, value $8,803,600.

    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 120,859 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $8,467,372.

    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).