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Disclosery

LPL Financial LLC: XES position timeline

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

LPL Financial LLC held 127,277 XES 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 127,277 shares
    Change vs previous 13F +60,135 shares

    <0.01% of the 13F portfolio, value $14,265,248.

    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 67,142 shares
    Change vs previous 13F +2,213 shares

    <0.01% of the 13F portfolio, value $7,810,575.

    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 64,929 shares
    Change vs previous 13F +11,148 shares

    <0.01% of the 13F portfolio, value $5,322,220.

    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 53,781 shares
    Change vs previous 13F -32,703 shares

    <0.01% of the 13F portfolio, value $3,891,049.

    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 86,484 shares
    Change vs previous 13F +32,764 shares

    <0.01% of the 13F portfolio, value $5,486,566.

    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 53,720 shares
    Change vs previous 13F +21,760 shares

    <0.01% of the 13F portfolio, value $3,833,468.

    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 31,960 shares
    Change vs previous 13F -2,652 shares

    <0.01% of the 13F portfolio, value $2,522,320.

    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 34,612 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,795,618.

    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).