XML Financial, LLC

Entity
Company
Business address
6901 Rockledge Drive, Suite 730, 20817 Bethesda, MD
Phone
866.451.1874
State of incorporation
DE
Fiscal year end
December 31
Signature 13F
JENNIFER SZARO - CHIEF COMPLIANCE OFFICER
All SEC filings
View on sec.gov
XML Financial, LLC has filed 25 SEC EDGAR filings since 2/4/2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Jul 17, 2025 Jun 30, 2025 028-19740
N-PX Open Document Open Filing Jul 10, 2025 Jun 30, 2025 028-19740
13F-HR Open Document Open Filing Apr 22, 2025 Mar 31, 2025 028-19740
13F-HR Open Document Open Filing Jan 17, 2025 Dec 31, 2024 028-19740
13F-HR Open Document Open Filing Nov 1, 2024 Sep 30, 2024 028-19740
N-PX Open Document Open Filing Aug 15, 2024 Jun 30, 2024 028-19740
13F-HR Open Document Open Filing Jul 22, 2024 Jun 30, 2024 028-19740
13F-HR Open Document Open Filing May 15, 2024 Mar 31, 2024 028-19740
13F-HR Open Document Open Filing Feb 14, 2024 Dec 31, 2023 028-19740
13F-HR Open Document Open Filing Nov 6, 2023 Sep 30, 2023 028-19740
13F-HR Open Document Open Filing Aug 7, 2023 Jun 30, 2023 028-19740
13F-HR Open Document Open Filing May 15, 2023 Mar 31, 2023 028-19740
13F-HR Open Document Open Filing Feb 10, 2023 Dec 31, 2022 028-19740
13F-HR Open Document Open Filing Nov 4, 2022 Sep 30, 2022 028-19740
13F-HR Open Document Open Filing Aug 1, 2022 Jun 30, 2022 028-19740
13F-HR Open Document Open Filing May 2, 2022 Mar 31, 2022 028-19740
13F-HR Open Document Open Filing Feb 1, 2022 Dec 31, 2021 028-19740
13F-HR Open Document Open Filing Nov 1, 2021 Sep 30, 2021 028-19740
13F-HR Open Document Open Filing Aug 10, 2021 Jun 30, 2021 028-19740
13F-HR Open Document Open Filing May 14, 2021 Mar 31, 2021 028-19740
13F-HR Open Document Open Filing Feb 8, 2021 Dec 31, 2020 028-19740
13F-HR Open Document Open Filing Nov 13, 2020 Sep 30, 2020 028-19740
13F-HR Open Document Open Filing Jul 31, 2020 Jun 30, 2020 028-19740
13F-HR Open Document Open Filing May 8, 2020 Mar 31, 2020 028-19740
13F-HR Open Document Open Filing Feb 4, 2020 Dec 31, 2019 028-19740