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Disclosery

XML Financial, LLC: WFC position timeline

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

XML Financial, LLC held 8,725 WFC 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 8,725 shares
    Change vs previous 13F -391 shares

    0.05% of the 13F portfolio, value $721,055.

    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 9,116 shares
    Change vs previous 13F +246 shares

    0.06% of the 13F portfolio, value $725,715.

    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 8,870 shares
    Change vs previous 13F -3,831 shares

    0.07% of the 13F portfolio, value $826,690.

    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 12,701 shares
    Change vs previous 13F -270 shares

    0.09% of the 13F portfolio, value $1,064,609.

    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 12,971 shares
    Change vs previous 13F -3,388 shares

    0.09% of the 13F portfolio, value $1,039,225.

    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 16,359 shares
    Change vs previous 13F +129 shares

    0.11% of the 13F portfolio, value $1,174,406.

    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 16,230 shares
    Change vs previous 13F -2,444 shares

    0.1% of the 13F portfolio, value $1,139,973.

    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 18,674 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,054,918.

    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).