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Disclosery

LPL Financial LLC: XAWFX position timeline

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

LPL Financial LLC held 742,640 XAWFX 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 742,640 shares
    Change vs previous 13F -56,148 shares

    <0.01% of the 13F portfolio, value $7,649,192.

    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 798,788 shares
    Change vs previous 13F -182,158 shares

    <0.01% of the 13F portfolio, value $8,123,673.

    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 980,946 shares
    Change vs previous 13F +664 shares

    <0.01% of the 13F portfolio, value $10,486,313.

    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 980,282 shares
    Change vs previous 13F +28,960 shares

    <0.01% of the 13F portfolio, value $10,988,961.

    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 951,322 shares
    Change vs previous 13F -9,533 shares

    <0.01% of the 13F portfolio, value $10,493,083.

    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 960,855 shares
    Change vs previous 13F +35,714 shares

    <0.01% of the 13F portfolio, value $10,309,974.

    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 925,141 shares
    Change vs previous 13F -16,611 shares

    <0.01% of the 13F portfolio, value $9,926,764.

    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 941,752 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,679,473.

    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).