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Disclosery

XML Financial, LLC: VYM position timeline

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

XML Financial, LLC held 60,858 VYM 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 60,858 shares
    Change vs previous 13F -1,314 shares

    0.7% of the 13F portfolio, value $9,617,359.

    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 62,172 shares
    Change vs previous 13F +1,774 shares

    0.74% of the 13F portfolio, value $9,207,678.

    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 60,398 shares
    Change vs previous 13F -3,339 shares

    0.71% of the 13F portfolio, value $8,668,257.

    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 63,737 shares
    Change vs previous 13F +379 shares

    0.73% of the 13F portfolio, value $8,983,631.

    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 63,358 shares
    Change vs previous 13F +2,793 shares

    0.73% of the 13F portfolio, value $8,446,278.

    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 60,565 shares
    Change vs previous 13F +880 shares

    0.73% of the 13F portfolio, value $7,810,480.

    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 59,685 shares
    Change vs previous 13F -2,635 shares

    0.7% of the 13F portfolio, value $7,615,242.

    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 62,320 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $7,989,420.

    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).