Skip to content
Disclosery

LPL Financial LLC: ACRE position timeline

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

LPL Financial LLC held 31,976 ACRE 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 31,976 shares
    Change vs previous 13F -2,154 shares

    <0.01% of the 13F portfolio, value $143,892.

    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 34,130 shares
    Change vs previous 13F +6,180 shares

    <0.01% of the 13F portfolio, value $163,824.

    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 27,950 shares
    Change vs previous 13F +2,284 shares

    <0.01% of the 13F portfolio, value $133,600.

    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 25,666 shares
    Change vs previous 13F +11,612 shares

    <0.01% of the 13F portfolio, value $115,752.

    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 14,054 shares
    Change vs previous 13F -1,757 shares

    <0.01% of the 13F portfolio, value $67,037.

    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 15,811 shares
    Change vs previous 13F -1,918 shares

    <0.01% of the 13F portfolio, value $73,207.

    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 17,729 shares
    Change vs previous 13F +1,392 shares

    <0.01% of the 13F portfolio, value $104,423.

    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 16,337 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $114,360.

    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).