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Disclosery

LPL Financial LLC: XFRAX position timeline

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

LPL Financial LLC held 176,652 XFRAX 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 176,652 shares
    Change vs previous 13F -30,559 shares

    <0.01% of the 13F portfolio, value $1,941,401.

    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 207,211 shares
    Change vs previous 13F -71,888 shares

    <0.01% of the 13F portfolio, value $2,283,466.

    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 279,099 shares
    Change vs previous 13F -61,312 shares

    <0.01% of the 13F portfolio, value $3,287,785.

    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 340,411 shares
    Change vs previous 13F +163,303 shares

    <0.01% of the 13F portfolio, value $4,418,530.

    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 177,108 shares
    Change vs previous 13F -39,386 shares

    <0.01% of the 13F portfolio, value $2,327,196.

    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 216,494 shares
    Change vs previous 13F -290,251 shares

    <0.01% of the 13F portfolio, value $2,797,102.

    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 506,745 shares
    Change vs previous 13F -6,059 shares

    <0.01% of the 13F portfolio, value $6,967,738.

    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 512,804 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,769,013.

    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).