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Disclosery

XML Financial, LLC: SPY position timeline

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

XML Financial, LLC held 8,396 SPY 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 8,396 shares
    Change vs previous 13F +335 shares

    0.46% of the 13F portfolio, value $6,270,188.

    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 8,061 shares
    Change vs previous 13F +493 shares

    0.42% of the 13F portfolio, value $5,242,614.

    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 7,568 shares
    Change vs previous 13F -80 shares

    0.42% of the 13F portfolio, value $5,160,525.

    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 7,648 shares
    Change vs previous 13F +322 shares

    0.41% of the 13F portfolio, value $5,094,703.

    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 7,326 shares
    Change vs previous 13F +475 shares

    0.39% of the 13F portfolio, value $4,526,348.

    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 6,851 shares
    Change vs previous 13F +1,044 shares

    0.36% of the 13F portfolio, value $3,832,407.

    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 5,807 shares
    Change vs previous 13F +789 shares

    0.31% of the 13F portfolio, value $3,403,538.

    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 5,018 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,879,253.

    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).