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Disclosery

XML Financial, LLC: VB position timeline

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

XML Financial, LLC held 21,795 VB 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 21,795 shares
    Change vs previous 13F +1,044 shares

    0.48% of the 13F portfolio, value $6,606,619.

    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 20,751 shares
    Change vs previous 13F +293 shares

    0.44% of the 13F portfolio, value $5,435,215.

    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 20,458 shares
    Change vs previous 13F +1,195 shares

    0.43% of the 13F portfolio, value $5,277,171.

    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 19,263 shares
    Change vs previous 13F +13,705 shares

    0.4% of the 13F portfolio, value $4,898,266.

    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 5,558 shares
    Change vs previous 13F +690 shares

    0.11% of the 13F portfolio, value $1,317,200.

    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 4,868 shares
    Change vs previous 13F +940 shares

    0.1% of the 13F portfolio, value $1,079,540.

    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 3,928 shares
    Change vs previous 13F +547 shares

    0.09% of the 13F portfolio, value $943,886.

    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 3,381 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $802,007.

    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).