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Disclosery

LPL Financial LLC: EXEL position timeline

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

LPL Financial LLC held 163,745 EXEL 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 163,745 shares
    Change vs previous 13F -235,867 shares

    <0.01% of the 13F portfolio, value $8,909,338.

    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 399,612 shares
    Change vs previous 13F +201,360 shares

    <0.01% of the 13F portfolio, value $17,139,337.

    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 198,252 shares
    Change vs previous 13F -40,192 shares

    <0.01% of the 13F portfolio, value $8,689,398.

    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 238,444 shares
    Change vs previous 13F +11,747 shares

    <0.01% of the 13F portfolio, value $9,847,708.

    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 226,697 shares
    Change vs previous 13F +39,600 shares

    <0.01% of the 13F portfolio, value $9,991,636.

    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 187,097 shares
    Change vs previous 13F +79,885 shares

    <0.01% of the 13F portfolio, value $6,907,584.

    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 107,212 shares
    Change vs previous 13F +22,370 shares

    <0.01% of the 13F portfolio, value $3,570,143.

    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 84,842 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,201,637.

    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).