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Disclosery

LPL Financial LLC: AER position timeline

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

LPL Financial LLC held 78,715 AER 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 78,715 shares
    Change vs previous 13F +1,341 shares

    <0.01% of the 13F portfolio, value $11,475,018.

    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 77,374 shares
    Change vs previous 13F +3,283 shares

    <0.01% of the 13F portfolio, value $10,614,106.

    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 74,091 shares
    Change vs previous 13F +6,222 shares

    <0.01% of the 13F portfolio, value $10,651,325.

    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 67,869 shares
    Change vs previous 13F +8,965 shares

    <0.01% of the 13F portfolio, value $8,212,103.

    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 58,904 shares
    Change vs previous 13F +1,928 shares

    <0.01% of the 13F portfolio, value $6,891,809.

    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 56,976 shares
    Change vs previous 13F -9,939 shares

    <0.01% of the 13F portfolio, value $5,821,223.

    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 66,915 shares
    Change vs previous 13F +30,884 shares

    <0.01% of the 13F portfolio, value $6,403,755.

    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 36,031 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,412,856.

    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).