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Disclosery

XML Financial, LLC: VGT position timeline

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

XML Financial, LLC held 292,783 VGT 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 292,783 shares
    Change vs previous 13F +256,389 shares

    2.55% of the 13F portfolio, value $34,993,437.

    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 36,394 shares
    Change vs previous 13F +396 shares

    2.05% of the 13F portfolio, value $25,393,219.

    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 35,998 shares
    Change vs previous 13F -594 shares

    2.21% of the 13F portfolio, value $27,134,333.

    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 36,592 shares
    Change vs previous 13F +362 shares

    2.22% of the 13F portfolio, value $27,320,476.

    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 36,230 shares
    Change vs previous 13F +1,013 shares

    2.09% of the 13F portfolio, value $24,030,590.

    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 35,217 shares
    Change vs previous 13F +837 shares

    1.78% of the 13F portfolio, value $19,101,261.

    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 34,380 shares
    Change vs previous 13F +1,694 shares

    1.96% of the 13F portfolio, value $21,377,356.

    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 32,686 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $19,170,941.

    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).