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Disclosery

LPL Financial LLC: XLC position timeline

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

LPL Financial LLC held 4,056,559 XLC 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 4,056,559 shares
    Change vs previous 13F -561,486 shares

    0.1% of the 13F portfolio, value $434,579,227.

    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 4,618,045 shares
    Change vs previous 13F -627,390 shares

    0.14% of the 13F portfolio, value $511,956,464.

    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 5,245,435 shares
    Change vs previous 13F -847,064 shares

    0.17% of the 13F portfolio, value $617,492,537.

    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 6,092,499 shares
    Change vs previous 13F -347,044 shares

    0.21% of the 13F portfolio, value $721,168,962.

    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 6,439,543 shares
    Change vs previous 13F +923,284 shares

    0.23% of the 13F portfolio, value $698,883,587.

    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 5,516,259 shares
    Change vs previous 13F +283,436 shares

    0.21% of the 13F portfolio, value $532,043,151.

    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 5,232,823 shares
    Change vs previous 13F +541,373 shares

    0.21% of the 13F portfolio, value $506,589,642.

    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 4,691,450 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $424,106,983.

    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).