XML Financial, LLC
CIK
0001800465
City
ROCKVILLE
State / Country
MD
Holdings in IAE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $113,211 | 15,551 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $116,632 | 15,551 | Shares | Sole | 2025-10-20 |
| 2025-06-30 | $109,479 | 15,551 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $95,949 | 15,551 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $94,239 | 15,551 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $106,524 | 15,551 | Shares | Sole | 2024-11-01 |
| 2024-06-30 | $98,593 | 15,551 | Shares | Sole | 2024-07-22 |
| 2024-03-31 | $98,437 | 15,551 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $93,461 | 15,551 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $115,614 | 19,968 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $122,603 | 19,968 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $127,994 | 19,968 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $122,403 | 19,968 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $160,747 | 26,836 | Shares | Sole | 2022-11-04 |
| 2022-06-30 | $186,778 | 26,836 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $218,176 | 26,836 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $217,639 | 26,836 | Shares | Sole | 2022-02-01 |
| 2021-09-30 | $230,789 | 26,836 | Shares | Sole | 2021-11-01 |
| 2021-06-30 | $260,309 | 26,836 | Shares | Sole | 2021-08-10 |
| 2021-03-31 | $249,574 | 26,836 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $231,594 | 26,836 | Shares | Sole | 2021-02-08 |
| 2020-09-30 | $212,541 | 26,836 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $260,672 | 33,986 | Shares | Sole | 2020-07-31 |
| 2020-03-31 | $174,702 | 26,836 | Shares | Sole | 2020-05-08 |