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Disclosery

XML Financial, LLC: XYLD position timeline

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

XML Financial, LLC held 152,505 XYLD 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 152,505 shares
    Change vs previous 13F +14,281 shares

    0.45% of the 13F portfolio, value $6,220,696.

    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 138,224 shares
    Change vs previous 13F +17,950 shares

    0.44% of the 13F portfolio, value $5,408,724.

    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 120,274 shares
    Change vs previous 13F +6,625 shares

    0.4% of the 13F portfolio, value $4,886,745.

    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 113,649 shares
    Change vs previous 13F +4,520 shares

    0.36% of the 13F portfolio, value $4,461,860.

    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 109,129 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $4,249,483.

    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).