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Disclosery

LPL Financial LLC: XVV position timeline

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

LPL Financial LLC held 306,206 XVV 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 306,206 shares
    Change vs previous 13F +32,685 shares

    <0.01% of the 13F portfolio, value $17,389,423.

    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 273,521 shares
    Change vs previous 13F +17,383 shares

    <0.01% of the 13F portfolio, value $13,462,692.

    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 256,138 shares
    Change vs previous 13F +38,112 shares

    <0.01% of the 13F portfolio, value $13,498,451.

    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 218,026 shares
    Change vs previous 13F +21,320 shares

    <0.01% of the 13F portfolio, value $11,232,959.

    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 196,706 shares
    Change vs previous 13F +23,233 shares

    <0.01% of the 13F portfolio, value $9,380,658.

    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 173,473 shares
    Change vs previous 13F +29,807 shares

    <0.01% of the 13F portfolio, value $7,421,629.

    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 143,666 shares
    Change vs previous 13F +3,778 shares

    <0.01% of the 13F portfolio, value $6,507,965.

    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 139,888 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,186,462.

    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).