XML Financial, LLC
- SEC CIK
- 0001800465
- Latest filing
- Jul 24, 2026
LEO holding history
BNY Mellon Strategic Municipals, 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.
LEO overviewAll 13F holders of LEOFull Q2 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 11
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −10,000−100.0% | Sold out | Holders |
| Q4 2024 | 10,000 | $60.4K | <0.1% | −310−3.0% | Reduced | Holders |
| Q3 2024 | 10,310 | $67.1K | <0.1% | +10,310 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −15,000−100.0% | Sold out | Holders |
| Q4 2023 | 15,000 | $87.9K | <0.1% | −29,000−65.9% | Reduced | Holders |
| Q3 2023 | 44,000 | $234.5K | <0.1% | −25,650−36.8% | Reduced | Holders |
| Q2 2023 | 69,650 | $433.2K | 0.1% | +25,000+56.0% | Added | Holders |
| Q1 2023 | 44,650 | $278.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 44,650 | $272.8K | <0.1% | +6,500+17.0% | Added | Holders |
| Q3 2022 | 38,150 | $232.0K | <0.1% | +38,150 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −10,000−100.0% | Sold out | Holders |
| Q1 2022 | 10,000 | $72.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 10,000 | $85.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 10,000 | $87.0K | <0.1% | +10,000 | New | Holders |