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Disclosery

LPL Financial LLC: XFLT position timeline

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

LPL Financial LLC held 0 XFLT shares at 2026-03-31 per its 13F-HR filed 2026-05-06.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -217,989 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 217,989 shares
    Change vs previous 13F -111,046 shares

    <0.01% of the 13F portfolio, value $1,046,346.

    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).

  3. period ended2025-09-30
    13F 329,035 shares
    Change vs previous 13F -53,773 shares

    <0.01% of the 13F portfolio, value $1,743,886.

    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).

  4. period ended2025-06-30
    13F 382,808 shares
    Change vs previous 13F +25,705 shares

    <0.01% of the 13F portfolio, value $2,162,866.

    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).

  5. period ended2025-03-31
    13F 357,103 shares
    Change vs previous 13F +8,703 shares

    <0.01% of the 13F portfolio, value $2,110,477.

    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).

  6. period ended2024-12-31
    13F 348,400 shares
    Change vs previous 13F -6,834 shares

    <0.01% of the 13F portfolio, value $2,313,377.

    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).

  7. period ended2024-09-30
    13F 355,234 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,422,694.

    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).