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LPL Financial LLC: XBOEX position timeline

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

LPL Financial LLC held 521,982 XBOEX 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 521,982 shares
    Change vs previous 13F +32,524 shares

    <0.01% of the 13F portfolio, value $6,310,764.

    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 489,458 shares
    Change vs previous 13F +32,822 shares

    <0.01% of the 13F portfolio, value $5,364,461.

    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 456,636 shares
    Change vs previous 13F -22,424 shares

    <0.01% of the 13F portfolio, value $5,347,207.

    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 479,060 shares
    Change vs previous 13F +99,324 shares

    <0.01% of the 13F portfolio, value $5,542,718.

    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 379,736 shares
    Change vs previous 13F +36,219 shares

    <0.01% of the 13F portfolio, value $4,310,002.

    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 343,517 shares
    Change vs previous 13F +187,409 shares

    <0.01% of the 13F portfolio, value $3,727,159.

    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 156,108 shares
    Change vs previous 13F -14,308 shares

    <0.01% of the 13F portfolio, value $1,681,287.

    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 170,416 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,918,887.

    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).