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Disclosery

LPL Financial LLC: XSLV position timeline

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

LPL Financial LLC held 165,135 XSLV 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 165,135 shares
    Change vs previous 13F -8,867 shares

    <0.01% of the 13F portfolio, value $8,654,599.

    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 174,002 shares
    Change vs previous 13F -13,173 shares

    <0.01% of the 13F portfolio, value $8,212,121.

    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 187,175 shares
    Change vs previous 13F -12,903 shares

    <0.01% of the 13F portfolio, value $8,679,310.

    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 200,078 shares
    Change vs previous 13F -39,520 shares

    <0.01% of the 13F portfolio, value $9,265,596.

    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 239,598 shares
    Change vs previous 13F +9,923 shares

    <0.01% of the 13F portfolio, value $10,913,687.

    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 229,675 shares
    Change vs previous 13F +19,672 shares

    <0.01% of the 13F portfolio, value $10,605,329.

    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 210,003 shares
    Change vs previous 13F +2,915 shares

    <0.01% of the 13F portfolio, value $9,917,775.

    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 207,088 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,965,085.

    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).