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Disclosery

LPL Financial LLC: A position timeline

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

LPL Financial LLC held 131,938 A 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 131,938 shares
    Change vs previous 13F +7,527 shares

    <0.01% of the 13F portfolio, value $17,525,322.

    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 124,411 shares
    Change vs previous 13F -26,092 shares

    <0.01% of the 13F portfolio, value $14,180,334.

    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 150,503 shares
    Change vs previous 13F +27,010 shares

    0.01% of the 13F portfolio, value $20,478,890.

    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 123,493 shares
    Change vs previous 13F +790 shares

    <0.01% of the 13F portfolio, value $15,850,379.

    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 122,703 shares
    Change vs previous 13F +1,556 shares

    <0.01% of the 13F portfolio, value $14,480,079.

    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 121,147 shares
    Change vs previous 13F +4,468 shares

    0.01% of the 13F portfolio, value $14,171,793.

    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 116,679 shares
    Change vs previous 13F +793 shares

    0.01% of the 13F portfolio, value $15,674,587.

    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 115,886 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $17,206,729.

    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).