Skip to content
Disclosery

LPL Financial LLC: XSVM position timeline

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

LPL Financial LLC held 814,637 XSVM 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 814,637 shares
    Change vs previous 13F -39,598 shares

    0.01% of the 13F portfolio, value $56,690,604.

    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 854,235 shares
    Change vs previous 13F -6,766 shares

    0.01% of the 13F portfolio, value $51,476,203.

    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 861,001 shares
    Change vs previous 13F -41,558 shares

    0.01% of the 13F portfolio, value $49,197,586.

    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 902,559 shares
    Change vs previous 13F -184,299 shares

    0.01% of the 13F portfolio, value $50,958,454.

    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 1,086,858 shares
    Change vs previous 13F -141,350 shares

    0.02% of the 13F portfolio, value $56,505,756.

    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 1,228,208 shares
    Change vs previous 13F -453,846 shares

    0.02% of the 13F portfolio, value $61,656,022.

    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 1,682,054 shares
    Change vs previous 13F +41,074 shares

    0.04% of the 13F portfolio, value $91,638,316.

    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 1,640,980 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $90,237,472.

    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).