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Disclosery

LPL Financial LLC: XLB position timeline

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

LPL Financial LLC held 3,799,286 XLB 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 3,799,286 shares
    Change vs previous 13F +1,019,124 shares

    0.04% of the 13F portfolio, value $193,117,720.

    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 2,780,162 shares
    Change vs previous 13F +686,798 shares

    0.04% of the 13F portfolio, value $138,924,677.

    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 2,093,364 shares
    Change vs previous 13F +1,084,700 shares

    0.03% of the 13F portfolio, value $94,934,042.

    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 1,008,664 shares
    Change vs previous 13F +17,141 shares

    0.03% of the 13F portfolio, value $90,396,458.

    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 991,523 shares
    Change vs previous 13F -51,201 shares

    0.03% of the 13F portfolio, value $87,065,612.

    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 1,042,724 shares
    Change vs previous 13F +239,603 shares

    0.03% of the 13F portfolio, value $89,653,374.

    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 803,121 shares
    Change vs previous 13F -141,335 shares

    0.03% of the 13F portfolio, value $67,574,619.

    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 944,456 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $91,026,645.

    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).