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Disclosery

XML Financial, LLC: SUB position timeline

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

XML Financial, LLC held 47,680 SUB 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 47,680 shares
    Change vs previous 13F +73 shares

    0.37% of the 13F portfolio, value $5,076,498.

    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 47,607 shares
    Change vs previous 13F +2,129 shares

    0.41% of the 13F portfolio, value $5,070,198.

    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 45,478 shares
    Change vs previous 13F -1,603 shares

    0.4% of the 13F portfolio, value $4,852,458.

    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 47,081 shares
    Change vs previous 13F +43,771 shares

    0.41% of the 13F portfolio, value $5,027,294.

    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 3,310 shares
    Change vs previous 13F +952 shares

    0.03% of the 13F portfolio, value $351,972.

    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 2,358 shares
    Change vs previous 13F +115 shares

    0.02% of the 13F portfolio, value $249,046.

    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 2,243 shares
    Change vs previous 13F -1,362 shares

    0.02% of the 13F portfolio, value $236,610.

    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 3,605 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $382,800.

    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).