XML Financial, LLC

Business address
6901 Rockledge Drive, Suite 730, Bethesda, MD, 20817
Top securities (13F)
SCHG, IWF, SCHV, DGRO, MSFT, AAPL, IWB, VGT, IWR, IVV, PTY, BSV, BRKB, CORP, CWB, IJR, GLD, IYF, GSLC, and JPM
State of incorporation
DE
Fiscal year end
31 December
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XML Financial, LLC has filed 26 SEC EDGAR filings since 04 Feb 2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 20 Oct 2025 30 Sep 2025 028-19740
13F-HR Open Document Open Filing 17 Jul 2025 30 Jun 2025 028-19740
N-PX Open Document Open Filing 10 Jul 2025 30 Jun 2025 028-19740
13F-HR Open Document Open Filing 22 Apr 2025 31 Mar 2025 028-19740
13F-HR Open Document Open Filing 17 Jan 2025 31 Dec 2024 028-19740
13F-HR Open Document Open Filing 01 Nov 2024 30 Sep 2024 028-19740
N-PX Open Document Open Filing 15 Aug 2024 30 Jun 2024 028-19740
13F-HR Open Document Open Filing 22 Jul 2024 30 Jun 2024 028-19740
13F-HR Open Document Open Filing 15 May 2024 31 Mar 2024 028-19740
13F-HR Open Document Open Filing 14 Feb 2024 31 Dec 2023 028-19740
13F-HR Open Document Open Filing 06 Nov 2023 30 Sep 2023 028-19740
13F-HR Open Document Open Filing 07 Aug 2023 30 Jun 2023 028-19740
13F-HR Open Document Open Filing 15 May 2023 31 Mar 2023 028-19740
13F-HR Open Document Open Filing 10 Feb 2023 31 Dec 2022 028-19740
13F-HR Open Document Open Filing 04 Nov 2022 30 Sep 2022 028-19740
13F-HR Open Document Open Filing 01 Aug 2022 30 Jun 2022 028-19740
13F-HR Open Document Open Filing 02 May 2022 31 Mar 2022 028-19740
13F-HR Open Document Open Filing 01 Feb 2022 31 Dec 2021 028-19740
13F-HR Open Document Open Filing 01 Nov 2021 30 Sep 2021 028-19740
13F-HR Open Document Open Filing 10 Aug 2021 30 Jun 2021 028-19740
13F-HR Open Document Open Filing 14 May 2021 31 Mar 2021 028-19740
13F-HR Open Document Open Filing 08 Feb 2021 31 Dec 2020 028-19740
13F-HR Open Document Open Filing 13 Nov 2020 30 Sep 2020 028-19740
13F-HR Open Document Open Filing 31 Jul 2020 30 Jun 2020 028-19740
13F-HR Open Document Open Filing 08 May 2020 31 Mar 2020 028-19740
13F-HR Open Document Open Filing 04 Feb 2020 31 Dec 2019 028-19740