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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

  1. period ended2026-06-30
    13F 160,563 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 265,138 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 252,989 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 177,487 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 196,149 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 177,254 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 168,102 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 166,621 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).