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Disclosery

XML Financial, LLC: UL position timeline

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

XML Financial, LLC held 70,415 UL 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 70,415 shares
    Change vs previous 13F -13,255 shares

    0.31% of the 13F portfolio, value $4,233,350.

    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 83,670 shares
    Change vs previous 13F -5,874 shares

    0.38% of the 13F portfolio, value $4,766,680.

    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 89,544 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $5,856,178.

    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).