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Disclosery

LPL Financial LLC: XLE position timeline

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

LPL Financial LLC held 15,224,241 XLE 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 15,224,241 shares
    Change vs previous 13F -223,187 shares

    0.18% of the 13F portfolio, value $808,559,347.

    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 15,447,428 shares
    Change vs previous 13F +2,573,216 shares

    0.25% of the 13F portfolio, value $946,309,347.

    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 12,874,212 shares
    Change vs previous 13F +6,429,599 shares

    0.16% of the 13F portfolio, value $575,605,955.

    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 6,444,613 shares
    Change vs previous 13F -190,515 shares

    0.17% of the 13F portfolio, value $575,761,668.

    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 6,635,128 shares
    Change vs previous 13F -95,633 shares

    0.19% of the 13F portfolio, value $562,725,147.

    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 6,730,761 shares
    Change vs previous 13F -456,564 shares

    0.24% of the 13F portfolio, value $628,989,499.

    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 7,187,325 shares
    Change vs previous 13F +96,870 shares

    0.25% of the 13F portfolio, value $615,666,237.

    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 7,090,455 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $622,541,873.

    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).