XML Financial, LLC
CIK
0001800465
City
ROCKVILLE
State / Country
MD
Holdings in FMN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $199,091 | 17,920 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $197,836 | 17,920 | Shares | Sole | 2025-10-20 |
| 2025-06-30 | $190,668 | 17,920 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $222,847 | 20,520 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $229,982 | 21,080 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $320,808 | 25,830 | Shares | Sole | 2024-11-01 |
| 2024-06-30 | $265,518 | 23,230 | Shares | Sole | 2024-07-22 |
| 2024-03-31 | $257,156 | 23,230 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $229,361 | 20,870 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $318,247 | 33,220 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $496,633 | 46,720 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $1,032,065 | 95,385 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $846,342 | 80,604 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $1,045,973 | 101,158 | Shares | Sole | 2022-11-04 |
| 2022-03-31 | $1,560,393 | 122,769 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $1,716,516 | 114,206 | Shares | Sole | 2022-02-01 |
| 2021-09-30 | $1,748,493 | 114,206 | Shares | Sole | 2021-11-01 |