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Disclosery

XML Financial, LLC: TSLA position timeline

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

XML Financial, LLC held 5,991 TSLA 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 5,991 shares
    Change vs previous 13F +187 shares

    0.18% of the 13F portfolio, value $2,519,728.

    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 5,804 shares
    Change vs previous 13F +38 shares

    0.17% of the 13F portfolio, value $2,157,560.

    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 5,766 shares
    Change vs previous 13F +314 shares

    0.21% of the 13F portfolio, value $2,592,993.

    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 5,452 shares
    Change vs previous 13F -210 shares

    0.2% of the 13F portfolio, value $2,424,522.

    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 5,662 shares
    Change vs previous 13F -9 shares

    0.16% of the 13F portfolio, value $1,798,526.

    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 5,671 shares
    Change vs previous 13F -83 shares

    0.14% of the 13F portfolio, value $1,469,643.

    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 5,754 shares
    Change vs previous 13F -269 shares

    0.21% of the 13F portfolio, value $2,323,708.

    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 6,023 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,575,806.

    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).