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Disclosery

LPL Financial LLC: XSD position timeline

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

LPL Financial LLC held 215,971 XSD 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 215,971 shares
    Change vs previous 13F -31,277 shares

    0.03% of the 13F portfolio, value $134,701,417.

    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 247,248 shares
    Change vs previous 13F +3,593 shares

    0.02% of the 13F portfolio, value $80,632,459.

    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 243,655 shares
    Change vs previous 13F +11,229 shares

    0.02% of the 13F portfolio, value $78,359,329.

    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 232,426 shares
    Change vs previous 13F +17,398 shares

    0.02% of the 13F portfolio, value $74,171,732.

    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 215,028 shares
    Change vs previous 13F -223 shares

    0.02% of the 13F portfolio, value $55,156,850.

    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 215,251 shares
    Change vs previous 13F -55,817 shares

    0.02% of the 13F portfolio, value $43,215,838.

    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 271,068 shares
    Change vs previous 13F +70,116 shares

    0.03% of the 13F portfolio, value $67,346,782.

    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 200,952 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $48,278,623.

    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).