Skip to content
Disclosery

XML Financial, LLC: TFC position timeline

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

XML Financial, LLC held 67,007 TFC 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 67,007 shares
    Change vs previous 13F -2,275 shares

    0.24% of the 13F portfolio, value $3,338,264.

    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 69,282 shares
    Change vs previous 13F -5,009 shares

    0.26% of the 13F portfolio, value $3,184,871.

    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 74,291 shares
    Change vs previous 13F -10,373 shares

    0.3% of the 13F portfolio, value $3,655,851.

    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 84,664 shares
    Change vs previous 13F -4,815 shares

    0.32% of the 13F portfolio, value $3,870,854.

    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 89,479 shares
    Change vs previous 13F -2,269 shares

    0.33% of the 13F portfolio, value $3,846,718.

    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 91,748 shares
    Change vs previous 13F -5,729 shares

    0.35% of the 13F portfolio, value $3,775,414.

    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 97,477 shares
    Change vs previous 13F -1,931 shares

    0.39% of the 13F portfolio, value $4,228,553.

    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 99,408 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $4,251,670.

    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).