Skip to content
Disclosery

LPL Financial LLC: XSEP position timeline

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

LPL Financial LLC held 54,913 XSEP 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 54,913 shares
    Change vs previous 13F -4,497 shares

    <0.01% of the 13F portfolio, value $2,438,412.

    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 59,410 shares
    Change vs previous 13F -6,333 shares

    <0.01% of the 13F portfolio, value $2,488,340.

    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 65,743 shares
    Change vs previous 13F -7,070 shares

    <0.01% of the 13F portfolio, value $2,786,504.

    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 72,813 shares
    Change vs previous 13F -859 shares

    <0.01% of the 13F portfolio, value $3,028,576.

    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 73,672 shares
    Change vs previous 13F +58,945 shares

    <0.01% of the 13F portfolio, value $2,991,717.

    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 14,727 shares
    Change vs previous 13F +3,253 shares

    <0.01% of the 13F portfolio, value $569,433.

    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 11,474 shares
    Change vs previous 13F -2,241 shares

    <0.01% of the 13F portfolio, value $446,415.

    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 13,715 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $526,193.

    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).