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Disclosery

LPL Financial LLC: AGO position timeline

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

LPL Financial LLC held 9,965 AGO 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 9,965 shares
    Change vs previous 13F -7,070 shares

    <0.01% of the 13F portfolio, value $798,790.

    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 17,035 shares
    Change vs previous 13F -25,286 shares

    <0.01% of the 13F portfolio, value $1,387,931.

    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 42,321 shares
    Change vs previous 13F +8,065 shares

    <0.01% of the 13F portfolio, value $3,803,401.

    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 34,256 shares
    Change vs previous 13F -2,141 shares

    <0.01% of the 13F portfolio, value $2,899,776.

    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 36,397 shares
    Change vs previous 13F +935 shares

    <0.01% of the 13F portfolio, value $3,170,188.

    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 35,462 shares
    Change vs previous 13F -993 shares

    <0.01% of the 13F portfolio, value $3,124,174.

    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 36,455 shares
    Change vs previous 13F +297 shares

    <0.01% of the 13F portfolio, value $3,281,343.

    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 36,158 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,875,268.

    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).