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LPL Financial LLC: XCHYX position timeline

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

LPL Financial LLC held 1,463,502 XCHYX 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 1,463,502 shares
    Change vs previous 13F +19,652 shares

    <0.01% of the 13F portfolio, value $19,932,899.

    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 1,443,850 shares
    Change vs previous 13F -35,006 shares

    <0.01% of the 13F portfolio, value $15,723,529.

    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 1,478,856 shares
    Change vs previous 13F +102,664 shares

    <0.01% of the 13F portfolio, value $16,725,865.

    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 1,376,192 shares
    Change vs previous 13F +93,812 shares

    <0.01% of the 13F portfolio, value $15,440,872.

    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 1,282,380 shares
    Change vs previous 13F +28,976 shares

    <0.01% of the 13F portfolio, value $14,093,351.

    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 1,253,404 shares
    Change vs previous 13F +50,572 shares

    <0.01% of the 13F portfolio, value $12,659,377.

    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 1,202,832 shares
    Change vs previous 13F +26,839 shares

    0.01% of the 13F portfolio, value $14,602,378.

    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 1,175,993 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $14,029,601.

    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).