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XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

SHOP holding history

Shopify 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.

SHOP overviewAll 13F holders of SHOPFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q3 2025
Holdings of SHOP by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,955−100.0%Sold outHolders
Q4 20252,955$475.7K<0.1%+1,300+78.5%AddedHolders
Q3 20251,655$245.9K<0.1%+1,655NewHolders