LPL Financial LLC: XAGDX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on XAGDX, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 160,563 XAGDX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 160,563 sharesChange vs previous 13F -104,575 shares
<0.01% of the 13F portfolio, value $1,944,420.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 265,138 sharesChange vs previous 13F +12,149 shares
<0.01% of the 13F portfolio, value $2,863,494.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 252,989 sharesChange vs previous 13F +75,502 shares
<0.01% of the 13F portfolio, value $2,949,851.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 177,487 sharesChange vs previous 13F -18,662 shares
<0.01% of the 13F portfolio, value $2,364,127.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 196,149 sharesChange vs previous 13F +18,895 shares
<0.01% of the 13F portfolio, value $2,165,489.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 177,254 sharesChange vs previous 13F +9,152 shares
<0.01% of the 13F portfolio, value $1,765,446.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 168,102 sharesChange vs previous 13F +1,481 shares
<0.01% of the 13F portfolio, value $1,647,403.
13F-HR 0001403438-25-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 166,621 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $1,769,511.
13F-HR 0001403438-24-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).