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Disclosery

LPL Financial LLC: EXLS position timeline

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

LPL Financial LLC held 109,462 EXLS 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 109,462 shares
    Change vs previous 13F -45,290 shares

    <0.01% of the 13F portfolio, value $2,830,687.

    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 154,752 shares
    Change vs previous 13F -12,707 shares

    <0.01% of the 13F portfolio, value $4,712,190.

    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 167,459 shares
    Change vs previous 13F -12,185 shares

    <0.01% of the 13F portfolio, value $7,106,947.

    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 179,644 shares
    Change vs previous 13F +1,288 shares

    <0.01% of the 13F portfolio, value $7,909,712.

    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 178,356 shares
    Change vs previous 13F -7,953 shares

    <0.01% of the 13F portfolio, value $7,810,196.

    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 186,309 shares
    Change vs previous 13F +15,793 shares

    <0.01% of the 13F portfolio, value $8,423,194.

    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 170,516 shares
    Change vs previous 13F +9,217 shares

    <0.01% of the 13F portfolio, value $7,764,072.

    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 161,299 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,153,556.

    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).