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Disclosery

LPL Financial LLC: XBI position timeline

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

LPL Financial LLC held 882,027 XBI 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 882,027 shares
    Change vs previous 13F +89,481 shares

    0.03% of the 13F portfolio, value $139,580,783.

    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 792,546 shares
    Change vs previous 13F -83,001 shares

    0.03% of the 13F portfolio, value $101,231,900.

    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 875,547 shares
    Change vs previous 13F +193,464 shares

    0.03% of the 13F portfolio, value $106,755,397.

    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 682,083 shares
    Change vs previous 13F +77,048 shares

    0.02% of the 13F portfolio, value $68,344,748.

    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 605,035 shares
    Change vs previous 13F -15,636 shares

    0.02% of the 13F portfolio, value $50,175,523.

    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 620,671 shares
    Change vs previous 13F -21,113 shares

    0.02% of the 13F portfolio, value $50,336,433.

    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 641,784 shares
    Change vs previous 13F -49,593 shares

    0.02% of the 13F portfolio, value $57,799,019.

    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 691,377 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $68,308,080.

    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).