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XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

META holding history

Meta Platforms, 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.

META overviewAll 13F holders of METAFull Q2 2026 holdings

Shares (Q2 2026)
3,633
Value
$2.05M
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of META by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,633$2.05M0.1%−315−8.0%ReducedHolders
Q1 20263,948$2.26M0.2%+381+10.7%AddedHolders
Q4 20253,567$2.35M0.2%+785+28.2%AddedHolders
Q3 20252,782$2.04M0.2%+382+15.9%AddedHolders
Q2 20252,400$1.77M0.2%+63+2.7%AddedHolders
Q1 20252,337$1.35M0.1%+636+37.4%AddedHolders
Q4 20241,701$995.9K0.1%+16+0.9%AddedHolders
Q3 20241,685$964.7K0.1%+120+7.7%AddedHolders
Q2 20241,565$788.9K0.1%+84+5.7%AddedHolders
Q1 20241,481$719.0K0.1%−197−11.7%ReducedHolders
Q4 20231,678$593.9K0.1%−56−3.2%ReducedHolders
Q3 20231,734$520.6K0.1%+121+7.5%AddedHolders
Q2 20231,613$465.2K0.1%00.0%UnchangedHolders
Q1 20231,613$341.9K<0.1%+1,613NewHolders
Q2 20220$00.0%−1,316−100.0%Sold outHolders
Q1 20221,316$293.0K<0.1%+139+11.8%AddedHolders
Q4 20211,177$396.0K<0.1%−107−8.3%ReducedHolders
Q3 20211,284$436.0K0.1%+108+9.2%AddedHolders
Q2 20211,176$409.0K0.1%00.0%UnchangedHolders
Q1 20211,176$346.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.