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LPL Financial LLC: SIXO position timeline

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

LPL Financial LLC held 162,813 SIXO 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 162,813 shares
    Change vs previous 13F -10,896 shares

    <0.01% of the 13F portfolio, value $5,840,084.

    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 173,709 shares
    Change vs previous 13F +4,614 shares

    <0.01% of the 13F portfolio, value $5,867,873.

    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 169,095 shares
    Change vs previous 13F +1,042 shares

    <0.01% of the 13F portfolio, value $5,872,669.

    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 168,053 shares
    Change vs previous 13F +147,915 shares

    <0.01% of the 13F portfolio, value $5,697,164.

    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 20,138 shares
    Change vs previous 13F +7,199 shares

    <0.01% of the 13F portfolio, value $666,769.

    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 12,939 shares
    Change vs previous 13F -1,568 shares

    <0.01% of the 13F portfolio, value $408,614.

    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 14,507 shares
    Change vs previous 13F +99 shares

    <0.01% of the 13F portfolio, value $470,040.

    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 14,408 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $457,670.

    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).