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Disclosery

LPL Financial LLC: XSCDX position timeline

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

LPL Financial LLC held 60,235 XSCDX 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 60,235 shares
    Change vs previous 13F -21,724 shares

    <0.01% of the 13F portfolio, value $942,683.

    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 81,959 shares
    Change vs previous 13F +14,787 shares

    <0.01% of the 13F portfolio, value $1,223,647.

    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 67,172 shares
    Change vs previous 13F +25,977 shares

    <0.01% of the 13F portfolio, value $994,819.

    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 41,195 shares
    Change vs previous 13F +11,298 shares

    <0.01% of the 13F portfolio, value $639,754.

    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 29,897 shares
    Change vs previous 13F -1,093 shares

    <0.01% of the 13F portfolio, value $466,393.

    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 30,990 shares
    Change vs previous 13F +3,500 shares

    <0.01% of the 13F portfolio, value $493,679.

    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 27,490 shares
    Change vs previous 13F -2,346 shares

    <0.01% of the 13F portfolio, value $472,819.

    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 29,836 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $524,810.

    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).