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Disclosery

LPL Financial LLC: XLU position timeline

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

LPL Financial LLC held 15,226,190 XLU 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 15,226,190 shares
    Change vs previous 13F -787,855 shares

    0.16% of the 13F portfolio, value $690,355,371.

    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 16,014,045 shares
    Change vs previous 13F +835,724 shares

    0.2% of the 13F portfolio, value $734,884,450.

    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 15,178,321 shares
    Change vs previous 13F +7,817,477 shares

    0.18% of the 13F portfolio, value $647,962,443.

    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 7,360,844 shares
    Change vs previous 13F +152,998 shares

    0.19% of the 13F portfolio, value $641,939,171.

    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 7,207,846 shares
    Change vs previous 13F +1,366,433 shares

    0.2% of the 13F portfolio, value $588,592,642.

    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 5,841,413 shares
    Change vs previous 13F +253,844 shares

    0.18% of the 13F portfolio, value $460,595,434.

    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 5,587,569 shares
    Change vs previous 13F -36,976 shares

    0.17% of the 13F portfolio, value $422,923,066.

    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 5,624,545 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $454,350,745.

    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).