Skip to content
Disclosery

LPL Financial LLC: XLV position timeline

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

LPL Financial LLC held 5,862,907 XLV 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 5,862,907 shares
    Change vs previous 13F -470,185 shares

    0.21% of the 13F portfolio, value $930,208,747.

    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 6,333,092 shares
    Change vs previous 13F -230,221 shares

    0.25% of the 13F portfolio, value $928,494,584.

    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 6,563,313 shares
    Change vs previous 13F +127,872 shares

    0.28% of the 13F portfolio, value $1,016,000,826.

    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 6,435,441 shares
    Change vs previous 13F -398,528 shares

    0.26% of the 13F portfolio, value $895,620,250.

    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 6,833,969 shares
    Change vs previous 13F -101,416 shares

    0.31% of the 13F portfolio, value $921,150,619.

    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 6,935,385 shares
    Change vs previous 13F +191,919 shares

    0.39% of the 13F portfolio, value $1,012,635,531.

    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 6,743,466 shares
    Change vs previous 13F +71,595 shares

    0.38% of the 13F portfolio, value $927,698,604.

    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 6,671,871 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,027,601,512.

    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).