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Disclosery

LPL Financial LLC: XSHD position timeline

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

LPL Financial LLC held 131,279 XSHD 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 131,279 shares
    Change vs previous 13F -314,394 shares

    <0.01% of the 13F portfolio, value $1,853,654.

    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 445,673 shares
    Change vs previous 13F +140,335 shares

    <0.01% of the 13F portfolio, value $5,848,299.

    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 305,338 shares
    Change vs previous 13F +119,704 shares

    <0.01% of the 13F portfolio, value $3,911,373.

    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 185,634 shares
    Change vs previous 13F +29,876 shares

    <0.01% of the 13F portfolio, value $2,491,207.

    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 155,758 shares
    Change vs previous 13F +10,818 shares

    <0.01% of the 13F portfolio, value $2,097,127.

    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 144,940 shares
    Change vs previous 13F +62,594 shares

    <0.01% of the 13F portfolio, value $2,011,772.

    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 82,346 shares
    Change vs previous 13F +10,910 shares

    <0.01% of the 13F portfolio, value $1,198,139.

    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 71,436 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,100,822.

    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).