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Disclosery

LPL Financial LLC: XOCT position timeline

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

LPL Financial LLC held 10,011 XOCT 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 10,011 shares
    Change vs previous 13F +298 shares

    <0.01% of the 13F portfolio, value $395,453.

    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 9,713 shares
    Change vs previous 13F -358 shares

    <0.01% of the 13F portfolio, value $361,984.

    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 10,071 shares
    Change vs previous 13F -4,600 shares

    <0.01% of the 13F portfolio, value $380,116.

    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 14,671 shares
    Change vs previous 13F -5,746 shares

    <0.01% of the 13F portfolio, value $540,773.

    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 20,417 shares
    Change vs previous 13F +566 shares

    <0.01% of the 13F portfolio, value $729,857.

    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 19,851 shares
    Change vs previous 13F +4,927 shares

    <0.01% of the 13F portfolio, value $671,754.

    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 14,924 shares
    Change vs previous 13F -4,697 shares

    <0.01% of the 13F portfolio, value $510,666.

    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 19,621 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $664,591.

    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).