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LPL Financial LLC: XAODX position timeline

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

LPL Financial LLC held 1,019,666 XAODX 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 1,019,666 shares
    Change vs previous 13F -48,169 shares

    <0.01% of the 13F portfolio, value $10,512,752.

    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 1,067,835 shares
    Change vs previous 13F -240,331 shares

    <0.01% of the 13F portfolio, value $9,834,763.

    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 1,308,166 shares
    Change vs previous 13F -211,405 shares

    <0.01% of the 13F portfolio, value $12,754,622.

    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 1,519,571 shares
    Change vs previous 13F +179,934 shares

    <0.01% of the 13F portfolio, value $14,375,145.

    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 1,339,637 shares
    Change vs previous 13F +245,187 shares

    <0.01% of the 13F portfolio, value $11,869,186.

    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 1,094,450 shares
    Change vs previous 13F +388,003 shares

    <0.01% of the 13F portfolio, value $9,182,434.

    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 706,447 shares
    Change vs previous 13F +25,367 shares

    <0.01% of the 13F portfolio, value $5,941,217.

    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 681,080 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,197,827.

    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).