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Disclosery

XML Financial, LLC: XSOE position timeline

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

XML Financial, LLC held 50,522 XSOE 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 50,522 shares
    Change vs previous 13F +1,347 shares

    0.18% of the 13F portfolio, value $2,484,652.

    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 49,175 shares
    Change vs previous 13F -244 shares

    0.16% of the 13F portfolio, value $1,971,936.

    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 49,419 shares
    Change vs previous 13F +1,568 shares

    0.16% of the 13F portfolio, value $1,928,323.

    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 47,851 shares
    Change vs previous 13F +122 shares

    0.15% of the 13F portfolio, value $1,815,448.

    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 47,729 shares
    Change vs previous 13F -428 shares

    0.14% of the 13F portfolio, value $1,645,696.

    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 48,157 shares
    Change vs previous 13F +592 shares

    0.14% of the 13F portfolio, value $1,486,592.

    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 47,565 shares
    Change vs previous 13F -2,674 shares

    0.13% of the 13F portfolio, value $1,449,774.

    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 50,239 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,659,378.

    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).