XML Financial, LLC
CIK
0001800465
City
ROCKVILLE
State / Country
MD
Holdings in MMD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $483,349 | 32,505 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $483,479 | 31,955 | Shares | Sole | 2025-10-20 |
| 2025-06-30 | $567,640 | 38,380 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $578,770 | 38,380 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $709,861 | 47,546 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $2,260,453 | 134,072 | Shares | Sole | 2024-11-01 |
| 2024-06-30 | $2,450,573 | 147,803 | Shares | Sole | 2024-07-22 |
| 2024-03-31 | $2,882,505 | 176,300 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $3,636,002 | 223,754 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $5,526,642 | 346,933 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $6,007,069 | 351,908 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $5,886,745 | 338,708 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $4,661,543 | 290,258 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $4,837,574 | 310,499 | Shares | Sole | 2022-11-04 |
| 2022-03-31 | $4,233,900 | 225,808 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $2,997,472 | 137,625 | Shares | Sole | 2022-02-01 |
| 2021-09-30 | $3,013,987 | 137,625 | Shares | Sole | 2021-11-01 |