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XML Financial, LLC: XLK position timeline

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

XML Financial, LLC held 19,360 XLK 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 19,360 shares
    Change vs previous 13F +2,599 shares

    0.27% of the 13F portfolio, value $3,688,376.

    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 16,761 shares
    Change vs previous 13F +2,778 shares

    0.18% of the 13F portfolio, value $2,227,504.

    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 13,983 shares
    Change vs previous 13F +6,297 shares

    0.16% of the 13F portfolio, value $2,013,120.

    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 7,686 shares
    Change vs previous 13F +3 shares

    0.18% of the 13F portfolio, value $2,166,448.

    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 7,683 shares
    Change vs previous 13F -619 shares

    0.17% of the 13F portfolio, value $1,945,609.

    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 8,302 shares
    Change vs previous 13F +80 shares

    0.16% of the 13F portfolio, value $1,714,234.

    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 8,222 shares
    Change vs previous 13F -54 shares

    0.18% of the 13F portfolio, value $1,911,690.

    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 8,276 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,868,436.

    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).