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Disclosery

XML Financial, LLC: VOO position timeline

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

XML Financial, LLC held 9,256 VOO 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 9,256 shares
    Change vs previous 13F +276 shares

    0.46% of the 13F portfolio, value $6,357,393.

    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 8,980 shares
    Change vs previous 13F -89 shares

    0.43% of the 13F portfolio, value $5,366,070.

    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 9,069 shares
    Change vs previous 13F +1,388 shares

    0.46% of the 13F portfolio, value $5,687,662.

    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 7,681 shares
    Change vs previous 13F +1,242 shares

    0.38% of the 13F portfolio, value $4,703,645.

    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 6,439 shares
    Change vs previous 13F +468 shares

    0.32% of the 13F portfolio, value $3,657,356.

    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 5,971 shares
    Change vs previous 13F +153 shares

    0.29% of the 13F portfolio, value $3,068,573.

    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 5,818 shares
    Change vs previous 13F +2,712 shares

    0.29% of the 13F portfolio, value $3,134,535.

    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 3,106 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,639,090.

    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).