XML Financial, LLC

Position in SEZL — Sezzle Inc.

CIK 1800465 BETHESDA, MD

Position in SEZL

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$590,922

+$387,255 QoQ

Shares Held

3,443

+7.0% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#162

of 323 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

XML Financial, LLC holds $5,481,241 across 6 Credit Services names. SEZL ranks #4 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	6,690	$2,295,272
2	COF	Capital One Financial Corp	4,463	$895,367
3	MA	Mastercard Inc	1,629	$836,654
4	SEZL	Sezzle Inc. This page	3,443	$590,922
5	AXP	American Express Co	1,733	$586,187
6	ENVA	Enova International, Inc.	1,150	$276,839

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$590,922	3,443	+7.0%	Shares	Sole	2026-07-24
2026-03-31	$203,667	3,218	+3.3%	Shares	Sole	2026-04-16
2025-09-30	$247,735	3,115	+18.7%	Shares	Sole	2025-10-20
2025-06-30	$470,531	2,625	—	Shares	Sole	2025-07-17
No filing history on record for this holder in this stock.