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Disclosery

LPL Financial LLC: XRT position timeline

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

LPL Financial LLC held 55,712 XRT 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 55,712 shares
    Change vs previous 13F -7,143 shares

    <0.01% of the 13F portfolio, value $4,888,186.

    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 62,855 shares
    Change vs previous 13F -6,882 shares

    <0.01% of the 13F portfolio, value $5,057,968.

    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 69,737 shares
    Change vs previous 13F +12,994 shares

    <0.01% of the 13F portfolio, value $5,947,849.

    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 56,743 shares
    Change vs previous 13F -12,190 shares

    <0.01% of the 13F portfolio, value $4,890,078.

    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 68,933 shares
    Change vs previous 13F +25,104 shares

    <0.01% of the 13F portfolio, value $5,311,944.

    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 43,829 shares
    Change vs previous 13F -37,790 shares

    <0.01% of the 13F portfolio, value $3,028,145.

    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 81,619 shares
    Change vs previous 13F +11,362 shares

    <0.01% of the 13F portfolio, value $6,496,059.

    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 70,257 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,458,248.

    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).