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Disclosery

XML Financial, LLC: T position timeline

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

XML Financial, LLC held 183,503 T 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 183,503 shares
    Change vs previous 13F -14,416 shares

    0.28% of the 13F portfolio, value $3,798,504.

    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 197,919 shares
    Change vs previous 13F -3,261 shares

    0.46% of the 13F portfolio, value $5,737,661.

    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 201,180 shares
    Change vs previous 13F -20,595 shares

    0.41% of the 13F portfolio, value $4,997,323.

    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 221,775 shares
    Change vs previous 13F +2,442 shares

    0.51% of the 13F portfolio, value $6,262,915.

    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 219,333 shares
    Change vs previous 13F -2,289 shares

    0.55% of the 13F portfolio, value $6,347,495.

    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 221,622 shares
    Change vs previous 13F -1,458 shares

    0.59% of the 13F portfolio, value $6,267,468.

    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 223,080 shares
    Change vs previous 13F -522 shares

    0.47% of the 13F portfolio, value $5,079,533.

    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 223,602 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $4,919,251.

    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).