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Disclosery

LPL Financial LLC: XBGYX position timeline

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

LPL Financial LLC held 474,916 XBGYX 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 474,916 shares
    Change vs previous 13F +57,866 shares

    <0.01% of the 13F portfolio, value $2,726,020.

    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 417,050 shares
    Change vs previous 13F +189,285 shares

    <0.01% of the 13F portfolio, value $2,256,243.

    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 227,765 shares
    Change vs previous 13F +65,449 shares

    <0.01% of the 13F portfolio, value $1,339,257.

    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 162,316 shares
    Change vs previous 13F +24,925 shares

    <0.01% of the 13F portfolio, value $933,318.

    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 137,391 shares
    Change vs previous 13F +2,824 shares

    <0.01% of the 13F portfolio, value $795,495.

    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 134,567 shares
    Change vs previous 13F +13,785 shares

    <0.01% of the 13F portfolio, value $754,921.

    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 120,782 shares
    Change vs previous 13F +20,908 shares

    <0.01% of the 13F portfolio, value $641,351.

    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 99,874 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $579,269.

    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).