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Disclosery

LPL Financial LLC: ACV position timeline

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

LPL Financial LLC held 143,611 ACV 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 143,611 shares
    Change vs previous 13F -148,484 shares

    <0.01% of the 13F portfolio, value $4,069,942.

    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 292,095 shares
    Change vs previous 13F -6,757 shares

    <0.01% of the 13F portfolio, value $7,097,911.

    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 298,852 shares
    Change vs previous 13F +4,349 shares

    <0.01% of the 13F portfolio, value $7,856,813.

    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 294,503 shares
    Change vs previous 13F +496 shares

    <0.01% of the 13F portfolio, value $7,097,531.

    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 294,007 shares
    Change vs previous 13F +9,489 shares

    <0.01% of the 13F portfolio, value $6,729,823.

    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 284,518 shares
    Change vs previous 13F +4,991 shares

    <0.01% of the 13F portfolio, value $5,690,364.

    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 279,527 shares
    Change vs previous 13F +3,900 shares

    <0.01% of the 13F portfolio, value $6,135,628.

    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 275,627 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,914,960.

    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).