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Disclosery

XML Financial, LLC: UPS position timeline

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

XML Financial, LLC held 28,260 UPS 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 28,260 shares
    Change vs previous 13F -293 shares

    0.22% of the 13F portfolio, value $3,037,950.

    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 28,553 shares
    Change vs previous 13F -2,251 shares

    0.23% of the 13F portfolio, value $2,809,045.

    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 30,804 shares
    Change vs previous 13F -1,470 shares

    0.25% of the 13F portfolio, value $3,055,459.

    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 32,274 shares
    Change vs previous 13F -5,800 shares

    0.22% of the 13F portfolio, value $2,695,848.

    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 38,074 shares
    Change vs previous 13F -2,542 shares

    0.33% of the 13F portfolio, value $3,843,190.

    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 40,616 shares
    Change vs previous 13F -818 shares

    0.42% of the 13F portfolio, value $4,467,354.

    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 41,434 shares
    Change vs previous 13F -1,560 shares

    0.48% of the 13F portfolio, value $5,224,803.

    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 42,994 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $5,861,789.

    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).