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Disclosery

LPL Financial LLC: CX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on CX, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 263,410 CX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 263,410 shares
    Change vs previous 13F +63,236 shares

    <0.01% of the 13F portfolio, value $3,160,925.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 200,174 shares
    Change vs previous 13F -58,172 shares

    <0.01% of the 13F portfolio, value $2,289,991.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 258,346 shares
    Change vs previous 13F -87,524 shares

    <0.01% of the 13F portfolio, value $2,968,395.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 345,870 shares
    Change vs previous 13F +115,488 shares

    <0.01% of the 13F portfolio, value $3,109,375.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 230,382 shares
    Change vs previous 13F +34,762 shares

    <0.01% of the 13F portfolio, value $1,596,546.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 195,620 shares
    Change vs previous 13F +5,029 shares

    <0.01% of the 13F portfolio, value $1,097,429.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 190,591 shares
    Change vs previous 13F +21,617 shares

    <0.01% of the 13F portfolio, value $1,074,932.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 168,974 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,030,744.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).