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Disclosery

LPL Financial LLC: XMMO position timeline

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

LPL Financial LLC held 4,095,320 XMMO 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 4,095,320 shares
    Change vs previous 13F +395,821 shares

    0.16% of the 13F portfolio, value $696,777,611.

    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 3,699,499 shares
    Change vs previous 13F +226,829 shares

    0.14% of the 13F portfolio, value $536,501,332.

    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 3,472,670 shares
    Change vs previous 13F +355,614 shares

    0.13% of the 13F portfolio, value $480,825,896.

    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 3,117,056 shares
    Change vs previous 13F +308,266 shares

    0.12% of the 13F portfolio, value $421,519,472.

    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 2,808,790 shares
    Change vs previous 13F +123,689 shares

    0.12% of the 13F portfolio, value $361,294,599.

    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 2,685,101 shares
    Change vs previous 13F +5,585 shares

    0.12% of the 13F portfolio, value $305,457,054.

    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 2,679,516 shares
    Change vs previous 13F +934,570 shares

    0.13% of the 13F portfolio, value $331,000,581.

    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 1,744,946 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $209,969,338.

    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).