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Disclosery

LPL Financial LLC: SOXL position timeline

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

LPL Financial LLC held 3,720 SOXL 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 3,720 shares
    Change vs previous 13F -867 shares

    <0.01% of the 13F portfolio, value $992,161.

    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 4,587 shares
    Change vs previous 13F -2,616 shares

    <0.01% of the 13F portfolio, value $219,763.

    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 7,203 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $302,742.

    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).