XML Financial, LLC

SEC CIK: 0001800465
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

BNY holding history

Bank of New York Mellon Corp 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.

BNY overview All 13F holders of BNY Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2025

Holdings of BNY by XML Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−1,920−100.0%	Sold out	Holders
Q1 2026	1,920	$227.8K	<0.1%	−145−7.0%	Reduced	Holders
Q4 2025	2,065	$239.7K	<0.1%	+10+0.5%	Added	Holders
Q3 2025	2,055	$223.9K	<0.1%	+2,055	New	Holders