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Disclosery

LPL Financial LLC: XLSR position timeline

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

LPL Financial LLC held 4,470,235 XLSR 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 4,470,235 shares
    Change vs previous 13F +112,813 shares

    0.07% of the 13F portfolio, value $289,939,454.

    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 4,357,422 shares
    Change vs previous 13F -319,320 shares

    0.07% of the 13F portfolio, value $251,597,541.

    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 4,676,742 shares
    Change vs previous 13F +55,879 shares

    0.08% of the 13F portfolio, value $291,407,761.

    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 4,620,863 shares
    Change vs previous 13F +30,714 shares

    0.08% of the 13F portfolio, value $275,449,613.

    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 4,590,149 shares
    Change vs previous 13F +257,071 shares

    0.08% of the 13F portfolio, value $252,090,997.

    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 4,333,078 shares
    Change vs previous 13F +190,800 shares

    0.09% of the 13F portfolio, value $219,990,351.

    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 4,142,278 shares
    Change vs previous 13F +102,790 shares

    0.09% of the 13F portfolio, value $221,363,344.

    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 4,039,488 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $209,386,834.

    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).