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Disclosery

XML Financial, LLC: WPM position timeline

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

XML Financial, LLC held 12,386 WPM 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 12,386 shares
    Change vs previous 13F +414 shares

    0.1% of the 13F portfolio, value $1,391,193.

    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 11,972 shares
    Change vs previous 13F +1,175 shares

    0.13% of the 13F portfolio, value $1,568,514.

    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 10,797 shares
    Change vs previous 13F +911 shares

    0.1% of the 13F portfolio, value $1,268,919.

    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 9,886 shares
    Change vs previous 13F +1,657 shares

    0.09% of the 13F portfolio, value $1,105,648.

    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 8,229 shares
    Change vs previous 13F -393 shares

    0.06% of the 13F portfolio, value $738,986.

    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 8,622 shares
    Change vs previous 13F +425 shares

    0.06% of the 13F portfolio, value $669,326.

    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 8,197 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $460,999.

    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).