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Disclosery

LPL Financial LLC: AFSM position timeline

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

LPL Financial LLC held 276,705 AFSM 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 276,705 shares
    Change vs previous 13F +94,340 shares

    <0.01% of the 13F portfolio, value $11,372,576.

    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 182,365 shares
    Change vs previous 13F +64,302 shares

    <0.01% of the 13F portfolio, value $5,992,504.

    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 118,063 shares
    Change vs previous 13F +53,837 shares

    <0.01% of the 13F portfolio, value $3,881,922.

    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 64,226 shares
    Change vs previous 13F +8,748 shares

    <0.01% of the 13F portfolio, value $2,100,646.

    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 55,478 shares
    Change vs previous 13F +34,027 shares

    <0.01% of the 13F portfolio, value $1,657,627.

    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 21,451 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $599,484.

    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).