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Disclosery

LPL Financial LLC: XEFRX position timeline

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

LPL Financial LLC held 175,008 XEFRX 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 175,008 shares
    Change vs previous 13F +28,993 shares

    <0.01% of the 13F portfolio, value $1,855,080.

    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 146,015 shares
    Change vs previous 13F +53,136 shares

    <0.01% of the 13F portfolio, value $1,538,999.

    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 92,879 shares
    Change vs previous 13F -22,575 shares

    <0.01% of the 13F portfolio, value $1,034,674.

    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 115,454 shares
    Change vs previous 13F +7,933 shares

    <0.01% of the 13F portfolio, value $1,320,793.

    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 107,521 shares
    Change vs previous 13F -65,443 shares

    <0.01% of the 13F portfolio, value $1,303,150.

    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 172,964 shares
    Change vs previous 13F +51,296 shares

    <0.01% of the 13F portfolio, value $2,118,803.

    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 121,668 shares
    Change vs previous 13F -4,166 shares

    <0.01% of the 13F portfolio, value $1,557,353.

    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 125,834 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,604,378.

    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).