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Disclosery

LPL Financial LLC: XTL position timeline

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

LPL Financial LLC held 135,137 XTL 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 135,137 shares
    Change vs previous 13F +43,187 shares

    0.01% of the 13F portfolio, value $30,742,275.

    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 91,950 shares
    Change vs previous 13F +47,998 shares

    <0.01% of the 13F portfolio, value $17,292,195.

    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 43,952 shares
    Change vs previous 13F -45,901 shares

    <0.01% of the 13F portfolio, value $6,734,362.

    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 89,853 shares
    Change vs previous 13F +74,648 shares

    <0.01% of the 13F portfolio, value $12,572,253.

    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 15,205 shares
    Change vs previous 13F -90,339 shares

    <0.01% of the 13F portfolio, value $1,783,740.

    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 105,544 shares
    Change vs previous 13F +8,293 shares

    <0.01% of the 13F portfolio, value $10,549,077.

    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 97,251 shares
    Change vs previous 13F +70,873 shares

    <0.01% of the 13F portfolio, value $10,409,796.

    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 26,378 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,654,276.

    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).