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Disclosery

LPL Financial LLC: XLP position timeline

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

LPL Financial LLC held 3,577,959 XLP 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 3,577,959 shares
    Change vs previous 13F -767,218 shares

    0.07% of the 13F portfolio, value $297,221,016.

    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 4,345,177 shares
    Change vs previous 13F +282,796 shares

    0.09% of the 13F portfolio, value $356,217,533.

    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 4,062,381 shares
    Change vs previous 13F -12,738 shares

    0.09% of the 13F portfolio, value $315,565,683.

    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 4,075,119 shares
    Change vs previous 13F -111,939 shares

    0.09% of the 13F portfolio, value $319,367,018.

    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 4,187,058 shares
    Change vs previous 13F +94,333 shares

    0.11% of the 13F portfolio, value $339,025,997.

    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 4,092,725 shares
    Change vs previous 13F +497,719 shares

    0.13% of the 13F portfolio, value $334,252,816.

    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 3,595,006 shares
    Change vs previous 13F +225,240 shares

    0.12% of the 13F portfolio, value $282,603,381.

    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 3,369,766 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $279,690,534.

    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).