Ownership history in LPL Financial LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which LPL Financial LLC reported a position in GLOBAL X FDS (RSSL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π LPL Financial LLC underperformed the S&P 500 by β3.7% annually on this RSSL position. Timing score: 50% (2/4 decisions correct). Average cost basis: $94.99. Maximum drawdown during holding period: β9.5%.
β οΈ Trailed SPY by 3.7% ann. on this position.
4 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $77.49 (2025 Q1) Β· Worst: $96.59 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size