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Disclosery

LPL Financial LLC: EXC position timeline

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

LPL Financial LLC held 608,872 EXC 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 608,872 shares
    Change vs previous 13F +3,602 shares

    0.01% of the 13F portfolio, value $28,385,581.

    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 605,270 shares
    Change vs previous 13F -5,672 shares

    0.01% of the 13F portfolio, value $29,670,334.

    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 610,942 shares
    Change vs previous 13F -101,191 shares

    0.01% of the 13F portfolio, value $26,630,938.

    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 712,133 shares
    Change vs previous 13F +99,971 shares

    0.01% of the 13F portfolio, value $32,053,088.

    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 612,162 shares
    Change vs previous 13F +240,812 shares

    0.01% of the 13F portfolio, value $26,580,041.

    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 371,350 shares
    Change vs previous 13F +18,646 shares

    0.01% of the 13F portfolio, value $17,111,810.

    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 352,704 shares
    Change vs previous 13F -33,377 shares

    0.01% of the 13F portfolio, value $13,275,786.

    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 386,081 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $15,655,595.

    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).