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Disclosery

LPL Financial LLC: AI position timeline

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

LPL Financial LLC held 178,352 AI 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 178,352 shares
    Change vs previous 13F +9,636 shares

    <0.01% of the 13F portfolio, value $1,621,216.

    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 168,716 shares
    Change vs previous 13F -15,539 shares

    <0.01% of the 13F portfolio, value $1,420,587.

    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 184,255 shares
    Change vs previous 13F -43,504 shares

    <0.01% of the 13F portfolio, value $2,483,755.

    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 227,759 shares
    Change vs previous 13F +24,248 shares

    <0.01% of the 13F portfolio, value $3,949,347.

    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 203,511 shares
    Change vs previous 13F +29,406 shares

    <0.01% of the 13F portfolio, value $5,000,255.

    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 174,105 shares
    Change vs previous 13F +36,114 shares

    <0.01% of the 13F portfolio, value $3,664,914.

    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 137,991 shares
    Change vs previous 13F -3,484 shares

    <0.01% of the 13F portfolio, value $4,751,044.

    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 141,475 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,427,939.

    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).