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Disclosery

LPL Financial LLC: XSORX position timeline

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

LPL Financial LLC held 21,025 XSORX 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 21,025 shares
    Change vs previous 13F -287 shares

    <0.01% of the 13F portfolio, value $966,499.

    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 21,312 shares
    Change vs previous 13F -973 shares

    <0.01% of the 13F portfolio, value $987,152.

    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 22,285 shares
    Change vs previous 13F +3,344 shares

    <0.01% of the 13F portfolio, value $1,019,756.

    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 18,941 shares
    Change vs previous 13F +4,433 shares

    <0.01% of the 13F portfolio, value $852,712.

    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 14,508 shares
    Change vs previous 13F +4,551 shares

    <0.01% of the 13F portfolio, value $629,099.

    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 9,957 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $413,288.

    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).