LPL Financial LLC KURE — KRANESHARES TR

Ownership history in LPL Financial LLC  ·  7 quarters on record

AI Ownership Summary

LPL Financial LLC reported KRANESHARES TR (KURE) in 7 quarterly 13F filings from 2026 Q3 through 2026 Q3. The latest visible filing shows KURE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KURE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LPL Financial LLC's position in KRANESHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

KURE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KURE stock page LPL Financial LLC fund profile LPL Financial LLC full holdings
How LPL Financial LLC held KURE — position size vs. price
% of Fund (quarterly)    KURE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 47,514 +37,854 +391.9% 0.00% $915K 2026-11-06 $18.79
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KURE

As of 2026 Q3 — sorted by position size

Trek Financial, LLC 3Y 7Y 0.73% Spire Wealth Management 3Y 0.02% Financial Perspectives, Inc 0.01% Ascentis Wealth Management, LLC 0.01% Concurrent Investment Advisors, LLC 0.0% Blue Trust, Inc. 3Y 0.0%

FAQ About LPL Financial LLC and KURE

These are the practical questions this page is built to answer before you even open the full history table.

How long has LPL Financial LLC reported owning KURE?

LPL Financial LLC reported KURE across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported KURE position in LPL Financial LLC's portfolio?

The largest reported portfolio weight for KURE was 0.00% in 2026 Q3.

What is the latest reported KURE position on this page?

The most recent filing on this page is 2026 Q3, when LPL Financial LLC reported 47,514 shares, equal to 0.00% of portfolio, with an estimated market value of $915K.

What does the chart on this KURE ownership page compare?

The chart compares LPL Financial LLC's quarterly KURE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LPL Financial LLC time their KURE position?

Based on 13F filing dates vs. subsequent KURE price moves, LPL Financial LLC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on KURE relative to SPY over the holding period was -21.8%.

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