LPL Financial LLC: XEL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on XEL, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 1,526,598 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 1,526,598 sharesChange vs previous 13F -139,626 shares
0.03% of the 13F portfolio, value $122,585,819.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,666,224 sharesChange vs previous 13F -114,435 shares
0.04% of the 13F portfolio, value $132,364,814.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,780,659 sharesChange vs previous 13F +75,319 shares
0.04% of the 13F portfolio, value $131,519,447.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,705,340 sharesChange vs previous 13F +54,387 shares
0.04% of the 13F portfolio, value $137,535,659.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,650,953 sharesChange vs previous 13F +109,383 shares
0.04% of the 13F portfolio, value $112,429,914.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,541,570 sharesChange vs previous 13F +156,802 shares
0.04% of the 13F portfolio, value $109,127,712.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,384,768 sharesChange vs previous 13F +99,389 shares
0.04% of the 13F portfolio, value $93,499,500.
13F-HR 0001403438-25-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,285,379 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $83,935,204.
13F-HR 0001403438-24-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).