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Disclosery

LPL Financial LLC: XMLV position timeline

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

LPL Financial LLC held 461,219 XMLV 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 461,219 shares
    Change vs previous 13F +1,516 shares

    0.01% of the 13F portfolio, value $30,592,628.

    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 459,703 shares
    Change vs previous 13F -215,583 shares

    0.01% of the 13F portfolio, value $28,947,474.

    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 675,286 shares
    Change vs previous 13F +69,346 shares

    0.01% of the 13F portfolio, value $42,116,095.

    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 605,940 shares
    Change vs previous 13F -16,719 shares

    0.01% of the 13F portfolio, value $38,513,564.

    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 622,659 shares
    Change vs previous 13F +212,906 shares

    0.01% of the 13F portfolio, value $38,399,349.

    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 409,753 shares
    Change vs previous 13F +15,888 shares

    0.01% of the 13F portfolio, value $25,289,974.

    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 393,865 shares
    Change vs previous 13F -2,889 shares

    0.01% of the 13F portfolio, value $23,954,889.

    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 396,754 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $24,217,872.

    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).