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Disclosery

LPL Financial LLC: XSOE position timeline

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

LPL Financial LLC held 1,614,270 XSOE 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 1,614,270 shares
    Change vs previous 13F +404,156 shares

    0.02% of the 13F portfolio, value $79,389,777.

    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 1,210,114 shares
    Change vs previous 13F -151,430 shares

    0.01% of the 13F portfolio, value $48,525,576.

    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 1,361,544 shares
    Change vs previous 13F -199,971 shares

    0.01% of the 13F portfolio, value $53,127,429.

    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 1,561,515 shares
    Change vs previous 13F +34,611 shares

    0.02% of the 13F portfolio, value $59,243,885.

    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 1,526,904 shares
    Change vs previous 13F +52,115 shares

    0.02% of the 13F portfolio, value $52,647,630.

    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 1,474,789 shares
    Change vs previous 13F -40,098 shares

    0.02% of the 13F portfolio, value $45,526,732.

    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 1,514,887 shares
    Change vs previous 13F +104,492 shares

    0.02% of the 13F portfolio, value $46,173,753.

    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 1,410,395 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $46,585,337.

    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).