Skip to content
Disclosery

LPL Financial LLC: ADX position timeline

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

LPL Financial LLC held 1,016,997 ADX 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 1,016,997 shares
    Change vs previous 13F +629,905 shares

    0.01% of the 13F portfolio, value $25,984,281.

    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 387,092 shares
    Change vs previous 13F -45,469 shares

    <0.01% of the 13F portfolio, value $8,473,437.

    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 432,561 shares
    Change vs previous 13F -6,270 shares

    <0.01% of the 13F portfolio, value $10,087,316.

    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 438,831 shares
    Change vs previous 13F +14,847 shares

    <0.01% of the 13F portfolio, value $9,785,924.

    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 423,984 shares
    Change vs previous 13F +257,203 shares

    <0.01% of the 13F portfolio, value $9,204,685.

    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 166,781 shares
    Change vs previous 13F +25,826 shares

    <0.01% of the 13F portfolio, value $3,167,176.

    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 140,955 shares
    Change vs previous 13F +17,743 shares

    <0.01% of the 13F portfolio, value $2,847,292.

    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 123,212 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,656,456.

    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).