LPL Financial LLC: XSMO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on XSMO, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 2,543,390 XSMO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 2,543,390 sharesChange vs previous 13F +282,448 shares
0.05% of the 13F portfolio, value $238,137,589.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,260,942 sharesChange vs previous 13F +89,427 shares
0.05% of the 13F portfolio, value $171,876,777.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,171,515 sharesChange vs previous 13F +66,942 shares
0.04% of the 13F portfolio, value $156,370,754.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,104,573 sharesChange vs previous 13F +239,290 shares
0.05% of the 13F portfolio, value $154,833,438.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,865,283 sharesChange vs previous 13F +92,020 shares
0.04% of the 13F portfolio, value $126,876,507.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,773,263 sharesChange vs previous 13F -21,405 shares
0.04% of the 13F portfolio, value $111,272,250.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,794,668 sharesChange vs previous 13F +524,443 shares
0.05% of the 13F portfolio, value $118,645,468.
13F-HR 0001403438-25-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,270,225 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $84,076,180.
13F-HR 0001403438-24-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).