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Disclosery

LPL Financial LLC: XLI position timeline

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

LPL Financial LLC held 5,327,652 XLI 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 5,327,652 shares
    Change vs previous 13F +210,663 shares

    0.22% of the 13F portfolio, value $986,840,915.

    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 5,116,989 shares
    Change vs previous 13F +202,910 shares

    0.22% of the 13F portfolio, value $827,570,691.

    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 4,914,079 shares
    Change vs previous 13F +99,453 shares

    0.21% of the 13F portfolio, value $762,271,978.

    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 4,814,626 shares
    Change vs previous 13F +556,388 shares

    0.22% of the 13F portfolio, value $742,559,750.

    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 4,258,238 shares
    Change vs previous 13F -604,500 shares

    0.21% of the 13F portfolio, value $628,175,208.

    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 4,862,738 shares
    Change vs previous 13F +192,093 shares

    0.25% of the 13F portfolio, value $637,359,018.

    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 4,670,645 shares
    Change vs previous 13F +519,786 shares

    0.25% of the 13F portfolio, value $615,404,124.

    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 4,150,859 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $562,192,398.

    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).