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Disclosery

LPL Financial LLC: HFXI position timeline

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

LPL Financial LLC held 2,643,812 HFXI 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 2,643,812 shares
    Change vs previous 13F +825,563 shares

    0.02% of the 13F portfolio, value $100,702,800.

    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 1,818,249 shares
    Change vs previous 13F +337,791 shares

    0.02% of the 13F portfolio, value $61,056,814.

    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 1,480,458 shares
    Change vs previous 13F +163,093 shares

    0.01% of the 13F portfolio, value $48,040,872.

    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 1,317,365 shares
    Change vs previous 13F +185,046 shares

    0.01% of the 13F portfolio, value $40,851,480.

    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 1,132,319 shares
    Change vs previous 13F +216,400 shares

    0.01% of the 13F portfolio, value $33,369,442.

    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 915,919 shares
    Change vs previous 13F -229,608 shares

    0.01% of the 13F portfolio, value $25,206,102.

    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 1,145,527 shares
    Change vs previous 13F +116,144 shares

    0.01% of the 13F portfolio, value $29,852,432.

    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 1,029,383 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $28,452,135.

    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).