XML Financial, LLC
CIK
0001800465
City
ROCKVILLE
State / Country
MD
Holdings in RFMZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $164,580 | 13,000 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $169,650 | 13,000 | Shares | Sole | 2025-10-20 |
| 2023-09-30 | $141,680 | 11,500 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $165,370 | 11,500 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $243,000 | 18,000 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $243,540 | 18,000 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $265,000 | 20,000 | Shares | Sole | 2022-11-04 |
| 2022-03-31 | $422,300 | 25,750 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $372,375 | 18,750 | Shares | Sole | 2022-02-01 |
| 2021-09-30 | $390,005 | 19,250 | Shares | Sole | 2021-11-01 |