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LPL Financial LLC: XIFR position timeline

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

LPL Financial LLC held 17,062 XIFR 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 17,062 shares
    Change vs previous 13F -28,472 shares

    <0.01% of the 13F portfolio, value $201,505.

    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 45,534 shares
    Change vs previous 13F -19,284 shares

    <0.01% of the 13F portfolio, value $483,569.

    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 64,818 shares
    Change vs previous 13F -11,182 shares

    <0.01% of the 13F portfolio, value $648,180.

    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 76,000 shares
    Change vs previous 13F +18,106 shares

    <0.01% of the 13F portfolio, value $772,921.

    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 57,894 shares
    Change vs previous 13F -3,509 shares

    <0.01% of the 13F portfolio, value $474,731.

    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 61,403 shares
    Change vs previous 13F -64,724 shares

    <0.01% of the 13F portfolio, value $583,330.

    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 126,127 shares
    Change vs previous 13F -4,919 shares

    <0.01% of the 13F portfolio, value $2,245,065.

    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 131,046 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,619,488.

    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).