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Disclosery

LPL Financial LLC: OXSQ position timeline

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

LPL Financial LLC held 58,042 OXSQ 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 58,042 shares
    Change vs previous 13F -14,500 shares

    <0.01% of the 13F portfolio, value $76,615.

    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 72,542 shares
    Change vs previous 13F +18,960 shares

    <0.01% of the 13F portfolio, value $128,399.

    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 53,582 shares
    Change vs previous 13F -17,372 shares

    <0.01% of the 13F portfolio, value $94,304.

    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 70,954 shares
    Change vs previous 13F -25,297 shares

    <0.01% of the 13F portfolio, value $112,817.

    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 96,251 shares
    Change vs previous 13F -11,355 shares

    <0.01% of the 13F portfolio, value $214,640.

    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 107,606 shares
    Change vs previous 13F +510 shares

    <0.01% of the 13F portfolio, value $280,853.

    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 107,096 shares
    Change vs previous 13F +45,662 shares

    <0.01% of the 13F portfolio, value $261,314.

    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 61,434 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $173,858.

    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).