Skip to content

LPL Financial LLC: XBKNX position timeline

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

LPL Financial LLC held 0 XBKNX shares at 2026-03-31 per its 13F-HR filed 2026-05-06.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -191,912 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 191,912 shares
    Change vs previous 13F -3,538 shares

    <0.01% of the 13F portfolio, value $2,149,410.

    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).

  3. period ended2025-09-30
    13F 195,450 shares
    Change vs previous 13F -9,868 shares

    <0.01% of the 13F portfolio, value $2,216,400.

    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).

  4. period ended2025-06-30
    13F 205,318 shares
    Change vs previous 13F -1,110 shares

    <0.01% of the 13F portfolio, value $2,242,070.

    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).

  5. period ended2025-03-31
    13F 206,428 shares
    Change vs previous 13F +8,888 shares

    <0.01% of the 13F portfolio, value $2,371,852.

    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).

  6. period ended2024-12-31
    13F 197,540 shares
    Change vs previous 13F +32,651 shares

    <0.01% of the 13F portfolio, value $2,202,569.

    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).

  7. period ended2024-09-30
    13F 164,889 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,130,365.

    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).