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Disclosery

LPL Financial LLC: XLG position timeline

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

LPL Financial LLC held 9,447,300 XLG 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 9,447,300 shares
    Change vs previous 13F -543,001 shares

    0.13% of the 13F portfolio, value $578,458,156.

    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 9,990,301 shares
    Change vs previous 13F -1,564,055 shares

    0.14% of the 13F portfolio, value $544,970,879.

    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 11,554,356 shares
    Change vs previous 13F +856,661 shares

    0.19% of the 13F portfolio, value $684,942,202.

    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 10,697,695 shares
    Change vs previous 13F -105,558 shares

    0.18% of the 13F portfolio, value $615,331,379.

    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 10,803,253 shares
    Change vs previous 13F +181,171 shares

    0.19% of the 13F portfolio, value $562,849,430.

    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 10,622,082 shares
    Change vs previous 13F +847,025 shares

    0.19% of the 13F portfolio, value $488,828,190.

    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 9,775,057 shares
    Change vs previous 13F +1,795,590 shares

    0.2% of the 13F portfolio, value $488,361,829.

    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 7,979,467 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $379,264,067.

    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).