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Disclosery

XML Financial, LLC: VO position timeline

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

XML Financial, LLC held 136,272 VO 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 136,272 shares
    Change vs previous 13F +105,072 shares

    0.8% of the 13F portfolio, value $10,979,385.

    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 31,200 shares
    Change vs previous 13F +2,536 shares

    0.72% of the 13F portfolio, value $8,960,101.

    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 28,664 shares
    Change vs previous 13F -484 shares

    0.68% of the 13F portfolio, value $8,318,992.

    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 29,148 shares
    Change vs previous 13F -139 shares

    0.7% of the 13F portfolio, value $8,562,030.

    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 29,287 shares
    Change vs previous 13F +1,327 shares

    0.71% of the 13F portfolio, value $8,195,448.

    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 27,960 shares
    Change vs previous 13F -1,250 shares

    0.68% of the 13F portfolio, value $7,230,953.

    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 29,210 shares
    Change vs previous 13F +1,774 shares

    0.71% of the 13F portfolio, value $7,715,211.

    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 27,436 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $7,238,507.

    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).