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Disclosery

LPL Financial LLC: XLY position timeline

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

LPL Financial LLC held 2,800,487 XLY 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 2,800,487 shares
    Change vs previous 13F -258,825 shares

    0.07% of the 13F portfolio, value $328,441,130.

    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 3,059,312 shares
    Change vs previous 13F -318,364 shares

    0.09% of the 13F portfolio, value $333,403,845.

    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 3,377,676 shares
    Change vs previous 13F +1,686,451 shares

    0.11% of the 13F portfolio, value $403,328,278.

    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 1,691,225 shares
    Change vs previous 13F +211,041 shares

    0.12% of the 13F portfolio, value $405,285,062.

    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 1,480,184 shares
    Change vs previous 13F -203,815 shares

    0.11% of the 13F portfolio, value $321,688,376.

    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 1,683,999 shares
    Change vs previous 13F -111,699 shares

    0.13% of the 13F portfolio, value $332,522,509.

    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 1,795,698 shares
    Change vs previous 13F +577,692 shares

    0.16% of the 13F portfolio, value $402,864,859.

    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 1,218,006 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $244,051,815.

    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).