Skip to main content

XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

TMO holding history

Thermo Fisher Scientific 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.

TMO overviewAll 13F holders of TMOFull Q2 2026 holdings

Shares (Q2 2026)
943
Value
$472.7K
% of portfolio
<0.1%
Quarters held
20
Since Q2 2021
Holdings of TMO by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026943$472.7K<0.1%−102−9.8%ReducedHolders
Q1 20261,045$513.7K<0.1%−20−1.9%ReducedHolders
Q4 20251,065$617.1K0.1%−92−8.0%ReducedHolders
Q3 20251,157$561.1K<0.1%+101+9.6%AddedHolders
Q2 20251,056$428.4K<0.1%+97+10.1%AddedHolders
Q1 2025959$477.3K<0.1%+96+11.1%AddedHolders
Q4 2024863$448.8K<0.1%+286+49.6%AddedHolders
Q3 2024577$356.8K<0.1%+122+26.8%AddedHolders
Q2 2024455$251.5K<0.1%−39−7.9%ReducedHolders
Q1 2024494$286.9K<0.1%+21+4.4%AddedHolders
Q4 2023473$250.9K<0.1%−4−0.8%ReducedHolders
Q3 2023477$241.2K<0.1%−110−18.7%ReducedHolders
Q2 2023587$306.0K<0.1%+100+20.5%AddedHolders
Q1 2023487$280.4K<0.1%+1+0.2%AddedHolders
Q4 2022486$267.9K<0.1%+486NewHolders
Q3 20220$00.0%−412−100.0%Sold outHolders
Q2 2022412$224.0K0.1%00.0%UnchangedHolders
Q1 2022412$244.0K<0.1%00.0%UnchangedHolders
Q4 2021412$275.0K<0.1%00.0%UnchangedHolders
Q3 2021412$236.0K<0.1%00.0%UnchangedHolders
Q2 2021412$208.0K<0.1%+412NewHolders