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Disclosery

LPL Financial LLC: AFRM position timeline

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

LPL Financial LLC held 211,892 AFRM 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 211,892 shares
    Change vs previous 13F -22,040 shares

    <0.01% of the 13F portfolio, value $17,279,752.

    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 233,932 shares
    Change vs previous 13F +76,557 shares

    <0.01% of the 13F portfolio, value $10,718,741.

    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 157,375 shares
    Change vs previous 13F -8,941 shares

    <0.01% of the 13F portfolio, value $11,713,421.

    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 166,316 shares
    Change vs previous 13F +46,111 shares

    <0.01% of the 13F portfolio, value $12,154,373.

    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 120,205 shares
    Change vs previous 13F +38,549 shares

    <0.01% of the 13F portfolio, value $8,310,974.

    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 81,656 shares
    Change vs previous 13F +9,772 shares

    <0.01% of the 13F portfolio, value $3,690,035.

    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 71,884 shares
    Change vs previous 13F +23,253 shares

    <0.01% of the 13F portfolio, value $4,377,736.

    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 48,631 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,985,117.

    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).