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Disclosery

LPL Financial LLC: XT position timeline

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

LPL Financial LLC held 616,361 XT 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 616,361 shares
    Change vs previous 13F -2,990 shares

    0.01% of the 13F portfolio, value $50,929,905.

    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 619,351 shares
    Change vs previous 13F -5,320 shares

    0.01% of the 13F portfolio, value $42,208,324.

    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 624,671 shares
    Change vs previous 13F +1,446 shares

    0.01% of the 13F portfolio, value $43,564,530.

    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 623,225 shares
    Change vs previous 13F -63,449 shares

    0.01% of the 13F portfolio, value $44,835,164.

    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 686,674 shares
    Change vs previous 13F -40,916 shares

    0.01% of the 13F portfolio, value $44,805,500.

    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 727,590 shares
    Change vs previous 13F +34,718 shares

    0.02% of the 13F portfolio, value $41,880,089.

    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 692,872 shares
    Change vs previous 13F -6,246 shares

    0.02% of the 13F portfolio, value $41,336,716.

    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 699,118 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $42,562,298.

    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).