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Disclosery

XML Financial, LLC: VIG position timeline

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

XML Financial, LLC held 6,754 VIG 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 6,754 shares
    Change vs previous 13F -370 shares

    0.12% of the 13F portfolio, value $1,598,050.

    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 7,124 shares
    Change vs previous 13F +524 shares

    0.12% of the 13F portfolio, value $1,532,155.

    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 6,600 shares
    Change vs previous 13F +227 shares

    0.12% of the 13F portfolio, value $1,450,559.

    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 6,373 shares
    Change vs previous 13F +190 shares

    0.11% of the 13F portfolio, value $1,375,230.

    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 6,183 shares
    Change vs previous 13F +520 shares

    0.11% of the 13F portfolio, value $1,265,475.

    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 5,663 shares
    Change vs previous 13F +64 shares

    0.1% of the 13F portfolio, value $1,098,565.

    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 5,599 shares
    Change vs previous 13F -314 shares

    0.1% of the 13F portfolio, value $1,096,465.

    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 5,913 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,171,151.

    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).