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LPL Financial LLC: XHB position timeline

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

LPL Financial LLC held 378,606 XHB 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 378,606 shares
    Change vs previous 13F +51,093 shares

    0.01% of the 13F portfolio, value $43,751,765.

    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 327,513 shares
    Change vs previous 13F +66,517 shares

    0.01% of the 13F portfolio, value $32,332,055.

    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 260,996 shares
    Change vs previous 13F -116,078 shares

    0.01% of the 13F portfolio, value $26,872,118.

    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 377,074 shares
    Change vs previous 13F +117,988 shares

    0.01% of the 13F portfolio, value $41,779,754.

    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 259,086 shares
    Change vs previous 13F -26,925 shares

    0.01% of the 13F portfolio, value $25,538,121.

    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 286,011 shares
    Change vs previous 13F -110,605 shares

    0.01% of the 13F portfolio, value $27,714,475.

    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 396,616 shares
    Change vs previous 13F +24,723 shares

    0.02% of the 13F portfolio, value $41,446,349.

    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 371,893 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $46,322,929.

    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).