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Disclosery

LPL Financial LLC: XSW position timeline

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

LPL Financial LLC held 74,426 XSW 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 74,426 shares
    Change vs previous 13F -26,039 shares

    <0.01% of the 13F portfolio, value $12,787,022.

    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 100,465 shares
    Change vs previous 13F -17,548 shares

    <0.01% of the 13F portfolio, value $14,295,207.

    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 118,013 shares
    Change vs previous 13F +18,349 shares

    0.01% of the 13F portfolio, value $22,084,892.

    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 99,664 shares
    Change vs previous 13F -24,163 shares

    0.01% of the 13F portfolio, value $19,709,612.

    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 123,827 shares
    Change vs previous 13F -18,892 shares

    0.01% of the 13F portfolio, value $23,504,881.

    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 142,719 shares
    Change vs previous 13F +9,571 shares

    0.01% of the 13F portfolio, value $22,815,053.

    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 133,148 shares
    Change vs previous 13F +3,545 shares

    0.01% of the 13F portfolio, value $25,159,692.

    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 129,603 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $20,825,644.

    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).