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Disclosery

LPL Financial LLC: XJH position timeline

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

LPL Financial LLC held 405,292 XJH 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 405,292 shares
    Change vs previous 13F +5,954 shares

    <0.01% of the 13F portfolio, value $21,135,998.

    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 399,338 shares
    Change vs previous 13F +1,859 shares

    <0.01% of the 13F portfolio, value $18,117,982.

    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 397,479 shares
    Change vs previous 13F +144,290 shares

    <0.01% of the 13F portfolio, value $17,747,418.

    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 253,189 shares
    Change vs previous 13F +38,513 shares

    <0.01% of the 13F portfolio, value $11,102,350.

    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 214,676 shares
    Change vs previous 13F +25,891 shares

    <0.01% of the 13F portfolio, value $8,909,070.

    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 188,785 shares
    Change vs previous 13F +88,073 shares

    <0.01% of the 13F portfolio, value $7,375,828.

    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 100,712 shares
    Change vs previous 13F +11,668 shares

    <0.01% of the 13F portfolio, value $4,213,397.

    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 89,044 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,765,539.

    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).