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Disclosery

LPL Financial LLC: AIO position timeline

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

LPL Financial LLC held 117,085 AIO 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 117,085 shares
    Change vs previous 13F +11,685 shares

    <0.01% of the 13F portfolio, value $3,286,568.

    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 105,400 shares
    Change vs previous 13F +6,350 shares

    <0.01% of the 13F portfolio, value $2,256,613.

    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 99,050 shares
    Change vs previous 13F +8,142 shares

    <0.01% of the 13F portfolio, value $2,154,337.

    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 90,908 shares
    Change vs previous 13F +16,348 shares

    <0.01% of the 13F portfolio, value $2,184,510.

    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 74,560 shares
    Change vs previous 13F +15,884 shares

    <0.01% of the 13F portfolio, value $1,850,588.

    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 58,676 shares
    Change vs previous 13F +1,105 shares

    <0.01% of the 13F portfolio, value $1,210,476.

    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 57,571 shares
    Change vs previous 13F +920 shares

    <0.01% of the 13F portfolio, value $1,419,695.

    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 56,651 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,244,626.

    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).