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Disclosery

LPL Financial LLC: FXZ position timeline

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

LPL Financial LLC held 322,406 FXZ 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 322,406 shares
    Change vs previous 13F +15,471 shares

    0.01% of the 13F portfolio, value $25,611,922.

    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 306,935 shares
    Change vs previous 13F +115,072 shares

    0.01% of the 13F portfolio, value $23,391,551.

    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 191,863 shares
    Change vs previous 13F -9,045 shares

    <0.01% of the 13F portfolio, value $12,437,123.

    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 200,908 shares
    Change vs previous 13F +6,685 shares

    <0.01% of the 13F portfolio, value $12,373,952.

    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 194,223 shares
    Change vs previous 13F -4,621 shares

    <0.01% of the 13F portfolio, value $11,061,006.

    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 198,844 shares
    Change vs previous 13F -49,452 shares

    <0.01% of the 13F portfolio, value $11,025,919.

    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 248,296 shares
    Change vs previous 13F -31,427 shares

    0.01% of the 13F portfolio, value $14,105,719.

    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 279,723 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $18,752,635.

    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).