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LPL Financial LLC: XNCMX position timeline

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

LPL Financial LLC held 305,531 XNCMX 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 305,531 shares
    Change vs previous 13F +19,197 shares

    <0.01% of the 13F portfolio, value $3,828,307.

    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 286,334 shares
    Change vs previous 13F +20,244 shares

    <0.01% of the 13F portfolio, value $3,407,377.

    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 266,090 shares
    Change vs previous 13F +7,692 shares

    <0.01% of the 13F portfolio, value $3,310,159.

    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 258,398 shares
    Change vs previous 13F +30,626 shares

    <0.01% of the 13F portfolio, value $3,273,904.

    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 227,772 shares
    Change vs previous 13F +10,516 shares

    <0.01% of the 13F portfolio, value $2,680,882.

    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 217,256 shares
    Change vs previous 13F +16,495 shares

    <0.01% of the 13F portfolio, value $2,735,249.

    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 200,761 shares
    Change vs previous 13F +36,725 shares

    <0.01% of the 13F portfolio, value $2,537,614.

    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 164,036 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,229,254.

    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).