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Disclosery

LPL Financial LLC: DXYZ position timeline

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

LPL Financial LLC held 259,921 DXYZ 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 259,921 shares
    Change vs previous 13F +52,333 shares

    <0.01% of the 13F portfolio, value $6,695,565.

    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 207,588 shares
    Change vs previous 13F +135,595 shares

    <0.01% of the 13F portfolio, value $5,559,207.

    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 71,993 shares
    Change vs previous 13F +3,636 shares

    <0.01% of the 13F portfolio, value $2,205,146.

    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 68,357 shares
    Change vs previous 13F +25,578 shares

    <0.01% of the 13F portfolio, value $1,456,004.

    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 42,779 shares
    Change vs previous 13F +23,795 shares

    <0.01% of the 13F portfolio, value $1,629,452.

    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 18,984 shares
    Change vs previous 13F +5,260 shares

    <0.01% of the 13F portfolio, value $671,844.

    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 13,724 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $807,795.

    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).