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Disclosery

LPL Financial LLC: SOXX position timeline

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

LPL Financial LLC held 1,096,518 SOXX 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 1,096,518 shares
    Change vs previous 13F +18,377 shares

    0.16% of the 13F portfolio, value $702,604,826.

    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 1,078,141 shares
    Change vs previous 13F +36,358 shares

    0.09% of the 13F portfolio, value $354,341,842.

    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 1,041,783 shares
    Change vs previous 13F +19,038 shares

    0.09% of the 13F portfolio, value $313,732,888.

    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 1,022,745 shares
    Change vs previous 13F +2,345 shares

    0.08% of the 13F portfolio, value $277,286,570.

    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 1,020,400 shares
    Change vs previous 13F +176,405 shares

    0.08% of the 13F portfolio, value $243,569,382.

    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 843,995 shares
    Change vs previous 13F +57,350 shares

    0.06% of the 13F portfolio, value $158,814,568.

    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 786,645 shares
    Change vs previous 13F +21,341 shares

    0.07% of the 13F portfolio, value $169,514,220.

    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 765,304 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $176,471,412.

    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).