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Disclosery

LPL Financial LLC: EXE position timeline

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

LPL Financial LLC held 115,668 EXE 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 115,668 shares
    Change vs previous 13F +7,822 shares

    <0.01% of the 13F portfolio, value $10,547,800.

    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 107,846 shares
    Change vs previous 13F +19,693 shares

    <0.01% of the 13F portfolio, value $11,839,359.

    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 88,153 shares
    Change vs previous 13F +33,904 shares

    <0.01% of the 13F portfolio, value $9,728,570.

    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 54,249 shares
    Change vs previous 13F -1,478 shares

    <0.01% of the 13F portfolio, value $5,763,409.

    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 55,727 shares
    Change vs previous 13F +6,993 shares

    <0.01% of the 13F portfolio, value $6,516,733.

    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 48,734 shares
    Change vs previous 13F -11,965 shares

    <0.01% of the 13F portfolio, value $5,425,083.

    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 60,699 shares
    Change vs previous 13F +17,479 shares

    <0.01% of the 13F portfolio, value $6,042,618.

    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 43,220 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,554,854.

    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).