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LPL Financial LLC: XPCQX position timeline

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

LPL Financial LLC held 422,807 XPCQX 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 422,807 shares
    Change vs previous 13F +78,841 shares

    <0.01% of the 13F portfolio, value $3,792,582.

    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 343,966 shares
    Change vs previous 13F +60,730 shares

    <0.01% of the 13F portfolio, value $2,951,225.

    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 283,236 shares
    Change vs previous 13F +39,425 shares

    <0.01% of the 13F portfolio, value $2,472,648.

    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 243,811 shares
    Change vs previous 13F +139,552 shares

    <0.01% of the 13F portfolio, value $2,126,034.

    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 104,259 shares
    Change vs previous 13F +12,844 shares

    <0.01% of the 13F portfolio, value $895,588.

    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 91,415 shares
    Change vs previous 13F -8,098 shares

    <0.01% of the 13F portfolio, value $809,021.

    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 99,513 shares
    Change vs previous 13F +2,635 shares

    <0.01% of the 13F portfolio, value $899,598.

    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 96,878 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $964,900.

    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).