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Disclosery

LPL Financial LLC: XHE position timeline

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

LPL Financial LLC held 39,396 XHE 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 39,396 shares
    Change vs previous 13F +1,960 shares

    <0.01% of the 13F portfolio, value $3,318,326.

    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 37,436 shares
    Change vs previous 13F -24,115 shares

    <0.01% of the 13F portfolio, value $2,928,990.

    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 61,551 shares
    Change vs previous 13F +23,480 shares

    <0.01% of the 13F portfolio, value $5,430,669.

    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 38,071 shares
    Change vs previous 13F -11,139 shares

    <0.01% of the 13F portfolio, value $2,998,354.

    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 49,210 shares
    Change vs previous 13F -7,347 shares

    <0.01% of the 13F portfolio, value $3,996,378.

    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 56,557 shares
    Change vs previous 13F -8,962 shares

    <0.01% of the 13F portfolio, value $4,649,007.

    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 65,519 shares
    Change vs previous 13F -27,996 shares

    <0.01% of the 13F portfolio, value $5,799,084.

    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 93,515 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,464,053.

    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).