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Disclosery

LPL Financial LLC: XEVGX position timeline

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

LPL Financial LLC held 85,766 XEVGX 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 85,766 shares
    Change vs previous 13F -1,856 shares

    <0.01% of the 13F portfolio, value $924,560.

    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 87,622 shares
    Change vs previous 13F -69,223 shares

    <0.01% of the 13F portfolio, value $936,677.

    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 156,845 shares
    Change vs previous 13F -8,311 shares

    <0.01% of the 13F portfolio, value $1,712,750.

    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 165,156 shares
    Change vs previous 13F +86,960 shares

    <0.01% of the 13F portfolio, value $1,869,564.

    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 78,196 shares
    Change vs previous 13F -210,281 shares

    <0.01% of the 13F portfolio, value $862,503.

    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 288,477 shares
    Change vs previous 13F +88,662 shares

    <0.01% of the 13F portfolio, value $3,167,477.

    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 199,815 shares
    Change vs previous 13F +147,124 shares

    <0.01% of the 13F portfolio, value $2,181,977.

    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 52,691 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $589,084.

    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).