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LPL Financial LLC: XEMDX position timeline

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

LPL Financial LLC held 801,761 XEMDX 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 801,761 shares
    Change vs previous 13F -32,690 shares

    <0.01% of the 13F portfolio, value $8,610,914.

    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 834,451 shares
    Change vs previous 13F -29,300 shares

    <0.01% of the 13F portfolio, value $8,194,312.

    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 863,751 shares
    Change vs previous 13F +19,449 shares

    <0.01% of the 13F portfolio, value $9,181,677.

    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 844,302 shares
    Change vs previous 13F +31,803 shares

    <0.01% of the 13F portfolio, value $8,713,199.

    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 812,499 shares
    Change vs previous 13F +18,200 shares

    <0.01% of the 13F portfolio, value $8,165,611.

    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 794,299 shares
    Change vs previous 13F +2,971 shares

    <0.01% of the 13F portfolio, value $7,855,617.

    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 791,328 shares
    Change vs previous 13F +204,050 shares

    <0.01% of the 13F portfolio, value $7,612,572.

    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 587,278 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,978,494.

    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).