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Disclosery

LPL Financial LLC: XLRE position timeline

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

LPL Financial LLC held 4,632,026 XLRE 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 4,632,026 shares
    Change vs previous 13F +514,565 shares

    0.05% of the 13F portfolio, value $203,948,088.

    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 4,117,461 shares
    Change vs previous 13F +109,443 shares

    0.04% of the 13F portfolio, value $168,115,910.

    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 4,008,018 shares
    Change vs previous 13F -171,025 shares

    0.04% of the 13F portfolio, value $161,723,481.

    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 4,179,043 shares
    Change vs previous 13F -36,697 shares

    0.05% of the 13F portfolio, value $176,063,044.

    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 4,215,740 shares
    Change vs previous 13F +273,413 shares

    0.06% of the 13F portfolio, value $174,615,927.

    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 3,942,327 shares
    Change vs previous 13F -449,367 shares

    0.06% of the 13F portfolio, value $164,986,348.

    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 4,391,694 shares
    Change vs previous 13F +53,429 shares

    0.07% of the 13F portfolio, value $178,610,170.

    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 4,338,265 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $193,790,260.

    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).