XML Financial, LLC
CIK
0001800465
City
ROCKVILLE
State / Country
MD
Holdings in RMM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $445,047 | 32,700 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $482,159 | 34,099 | Shares | Sole | 2025-10-20 |
| 2025-06-30 | $441,175 | 32,899 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $413,833 | 28,899 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $369,730 | 25,649 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $408,161 | 25,399 | Shares | Sole | 2024-11-01 |
| 2024-06-30 | $366,240 | 24,000 | Shares | Sole | 2024-07-22 |
| 2024-03-31 | $329,340 | 22,000 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $287,145 | 20,250 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $212,660 | 15,500 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $257,380 | 17,000 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $399,355 | 26,500 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $381,600 | 26,500 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $438,600 | 30,000 | Shares | Sole | 2022-11-04 |
| 2022-03-31 | $459,832 | 26,750 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $410,052 | 20,350 | Shares | Sole | 2022-02-01 |
| 2021-09-30 | $374,172 | 18,850 | Shares | Sole | 2021-11-01 |