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Disclosery

LPL Financial LLC: AIP position timeline

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

LPL Financial LLC held 86,161 AIP 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 86,161 shares
    Change vs previous 13F -45,915 shares

    <0.01% of the 13F portfolio, value $4,186,563.

    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 132,076 shares
    Change vs previous 13F -31,388 shares

    <0.01% of the 13F portfolio, value $2,171,329.

    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 163,464 shares
    Change vs previous 13F -545 shares

    <0.01% of the 13F portfolio, value $2,533,692.

    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 164,009 shares
    Change vs previous 13F +3,890 shares

    <0.01% of the 13F portfolio, value $1,656,491.

    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 160,119 shares
    Change vs previous 13F +9,737 shares

    <0.01% of the 13F portfolio, value $1,525,934.

    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 150,382 shares
    Change vs previous 13F +16,823 shares

    <0.01% of the 13F portfolio, value $1,039,140.

    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 133,559 shares
    Change vs previous 13F +24,812 shares

    <0.01% of the 13F portfolio, value $1,360,966.

    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 108,747 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $839,527.

    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).