Skip to content
Disclosery

LPL Financial LLC: XJR position timeline

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

LPL Financial LLC held 75,072 XJR 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 75,072 shares
    Change vs previous 13F +15,095 shares

    <0.01% of the 13F portfolio, value $3,959,738.

    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 59,977 shares
    Change vs previous 13F +5,794 shares

    <0.01% of the 13F portfolio, value $2,611,269.

    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 54,183 shares
    Change vs previous 13F -1,167 shares

    <0.01% of the 13F portfolio, value $2,307,091.

    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 55,350 shares
    Change vs previous 13F +22,151 shares

    <0.01% of the 13F portfolio, value $2,355,681.

    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 33,199 shares
    Change vs previous 13F +3,908 shares

    <0.01% of the 13F portfolio, value $1,313,007.

    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 29,291 shares
    Change vs previous 13F -3,787 shares

    <0.01% of the 13F portfolio, value $1,102,041.

    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 33,078 shares
    Change vs previous 13F +6,453 shares

    <0.01% of the 13F portfolio, value $1,360,566.

    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 26,625 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,113,215.

    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).