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Disclosery

LPL Financial LLC: XGDVX position timeline

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

LPL Financial LLC held 568,342 XGDVX 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 568,342 shares
    Change vs previous 13F -9,231 shares

    <0.01% of the 13F portfolio, value $16,709,248.

    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 577,573 shares
    Change vs previous 13F +23,012 shares

    <0.01% of the 13F portfolio, value $15,554,031.

    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 554,561 shares
    Change vs previous 13F +35,064 shares

    <0.01% of the 13F portfolio, value $15,400,158.

    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 519,497 shares
    Change vs previous 13F +16,921 shares

    <0.01% of the 13F portfolio, value $14,093,950.

    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 502,576 shares
    Change vs previous 13F +54,486 shares

    <0.01% of the 13F portfolio, value $13,071,995.

    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 448,090 shares
    Change vs previous 13F +39,590 shares

    <0.01% of the 13F portfolio, value $10,812,409.

    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 408,500 shares
    Change vs previous 13F +86,810 shares

    <0.01% of the 13F portfolio, value $9,865,276.

    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 321,690 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,865,310.

    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).