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Disclosery

LPL Financial LLC: XRMI position timeline

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

LPL Financial LLC held 212,357 XRMI 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 212,357 shares
    Change vs previous 13F +21,226 shares

    <0.01% of the 13F portfolio, value $3,650,412.

    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 191,131 shares
    Change vs previous 13F -65,600 shares

    <0.01% of the 13F portfolio, value $3,230,357.

    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 256,731 shares
    Change vs previous 13F +16,466 shares

    <0.01% of the 13F portfolio, value $4,587,778.

    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 240,265 shares
    Change vs previous 13F -20,100 shares

    <0.01% of the 13F portfolio, value $4,247,854.

    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 260,365 shares
    Change vs previous 13F -40,825 shares

    <0.01% of the 13F portfolio, value $4,657,932.

    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 301,190 shares
    Change vs previous 13F +4,140 shares

    <0.01% of the 13F portfolio, value $5,553,966.

    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 297,050 shares
    Change vs previous 13F +17,026 shares

    <0.01% of the 13F portfolio, value $5,733,063.

    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 280,024 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,317,651.

    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).