Skip to main content

XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

BFS holding history

Saul Centers, Inc. in every 13F filed by XML Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BFS overviewAll 13F holders of BFSFull Q2 2026 holdings

Shares (Q2 2026)
7,835
Value
$293.0K
% of portfolio
<0.1%
Quarters held
19
Since Q3 2021
Holdings of BFS by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,835$293.0K<0.1%−2,500−24.2%ReducedHolders
Q1 202610,335$336.7K<0.1%−2,250−17.9%ReducedHolders
Q4 202512,585$396.8K<0.1%−5,000−28.4%ReducedHolders
Q3 202517,585$560.4K<0.1%−4,785−21.4%ReducedHolders
Q2 202522,370$763.7K0.1%−1,600−6.7%ReducedHolders
Q1 202523,970$864.6K0.1%−816−3.3%ReducedHolders
Q4 202424,786$961.7K0.1%−333−1.3%ReducedHolders
Q3 202425,119$1.05M0.1%+30.0%AddedHolders
Q2 202425,116$923.5K0.1%−3,313−11.7%ReducedHolders
Q1 202428,429$1.09M0.1%−1,597−5.3%ReducedHolders
Q4 202330,026$1.18M0.1%−1,413−4.5%ReducedHolders
Q3 202331,439$1.11M0.1%+3,763+13.6%AddedHolders
Q2 202327,676$1.02M0.1%+5,737+26.1%AddedHolders
Q1 202321,939$855.6K0.1%+3,252+17.4%AddedHolders
Q4 202218,687$760.2K0.1%+7,493+66.9%AddedHolders
Q3 202211,194$420.0K0.1%+11,194NewHolders
Q2 20220$00.0%−8,891−100.0%Sold outHolders
Q1 20228,891$469.0K0.1%+20.0%AddedHolders
Q4 20218,889$471.0K0.1%+10.0%AddedHolders
Q3 20218,888$392.0K0.1%+8,888NewHolders