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XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

IP holding history

International Paper Co 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.

IP overviewAll 13F holders of IPFull Q2 2026 holdings

Shares (Q2 2026)
22,655
Value
$863.2K
% of portfolio
0.1%
Quarters held
19
Since Q3 2021
Holdings of IP by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,655$863.2K0.1%−14,990−39.8%ReducedHolders
Q1 202637,645$1.34M0.1%−8,840−19.0%ReducedHolders
Q4 202546,485$1.83M0.1%−7,058−13.2%ReducedHolders
Q3 202553,543$2.48M0.2%−1,605−2.9%ReducedHolders
Q2 202555,148$2.58M0.2%−700−1.3%ReducedHolders
Q1 202555,848$2.98M0.3%−2,721−4.6%ReducedHolders
Q4 202458,569$3.15M0.3%−2,072−3.4%ReducedHolders
Q3 202460,641$2.96M0.3%−1,573−2.5%ReducedHolders
Q2 202462,214$2.68M0.3%−4,021−6.1%ReducedHolders
Q1 202466,235$2.58M0.3%−22,003−24.9%ReducedHolders
Q4 202388,238$3.19M0.3%+379+0.4%AddedHolders
Q3 202387,859$3.12M0.4%+312+0.4%AddedHolders
Q2 202387,547$2.78M0.3%+1,177+1.4%AddedHolders
Q1 202386,370$3.11M0.4%+742+0.9%AddedHolders
Q4 202285,628$2.97M0.4%+3,887+4.8%AddedHolders
Q3 202281,741$2.59M0.4%+81,741NewHolders
Q2 20220$00.0%−63,598−100.0%Sold outHolders
Q1 202263,598$2.94M0.3%+5,248+9.0%AddedHolders
Q4 202158,350$2.74M0.3%+7,623+15.0%AddedHolders
Q3 202150,727$2.84M0.4%+50,727NewHolders