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XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

C holding history

Citigroup 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.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q2 2026)
3,015
Value
$422.0K
% of portfolio
<0.1%
Quarters held
9
Since Q3 2021
Holdings of C by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,015$422.0K<0.1%00.0%UnchangedHolders
Q1 20263,015$341.9K<0.1%−798−20.9%ReducedHolders
Q4 20253,813$445.0K<0.1%+3,813NewHolders
Q2 20230$00.0%−6,813−100.0%Sold outHolders
Q1 20236,813$319.5K<0.1%−179−2.6%ReducedHolders
Q4 20226,992$316.2K<0.1%−6,491−48.1%ReducedHolders
Q3 202213,483$562.0K0.1%+13,483NewHolders
Q2 20220$00.0%−111,245−100.0%Sold outHolders
Q1 2022111,245$5.94M0.7%+1,294+1.2%AddedHolders
Q4 2021109,951$6.64M0.8%+12,363+12.7%AddedHolders
Q3 202197,588$6.85M0.9%+97,588NewHolders