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Disclosery

LPL Financial LLC: XYLD position timeline

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

LPL Financial LLC held 3,504,445 XYLD 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 3,504,445 shares
    Change vs previous 13F +87,159 shares

    0.03% of the 13F portfolio, value $142,946,309.

    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 3,417,286 shares
    Change vs previous 13F +166,427 shares

    0.04% of the 13F portfolio, value $133,718,395.

    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 3,250,859 shares
    Change vs previous 13F -72,330 shares

    0.04% of the 13F portfolio, value $132,082,400.

    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 3,323,189 shares
    Change vs previous 13F -3,531 shares

    0.04% of the 13F portfolio, value $130,468,412.

    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 3,326,720 shares
    Change vs previous 13F -350,496 shares

    0.04% of the 13F portfolio, value $129,542,461.

    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 3,677,216 shares
    Change vs previous 13F +103,741 shares

    0.06% of the 13F portfolio, value $145,213,255.

    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 3,573,475 shares
    Change vs previous 13F +359,850 shares

    0.06% of the 13F portfolio, value $149,728,587.

    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 3,213,625 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $133,365,411.

    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).