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Disclosery

LPL Financial LLC: ACVF position timeline

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

LPL Financial LLC held 146,463 ACVF 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 146,463 shares
    Change vs previous 13F -20,813 shares

    <0.01% of the 13F portfolio, value $7,986,563.

    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 167,276 shares
    Change vs previous 13F +2,883 shares

    <0.01% of the 13F portfolio, value $7,964,643.

    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 164,393 shares
    Change vs previous 13F -2,623 shares

    <0.01% of the 13F portfolio, value $8,119,671.

    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 167,016 shares
    Change vs previous 13F +10,636 shares

    <0.01% of the 13F portfolio, value $8,234,877.

    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 156,380 shares
    Change vs previous 13F +51,245 shares

    <0.01% of the 13F portfolio, value $7,374,433.

    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 105,135 shares
    Change vs previous 13F +8,436 shares

    <0.01% of the 13F portfolio, value $4,501,891.

    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 96,699 shares
    Change vs previous 13F +10,471 shares

    <0.01% of the 13F portfolio, value $4,227,698.

    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 86,228 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,763,605.

    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).