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LPL Financial LLC: AIRR position timeline

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

LPL Financial LLC held 6,080,121 AIRR 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 6,080,121 shares
    Change vs previous 13F +916,666 shares

    0.18% of the 13F portfolio, value $810,176,017.

    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 5,163,455 shares
    Change vs previous 13F +593,229 shares

    0.15% of the 13F portfolio, value $572,007,417.

    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 4,570,226 shares
    Change vs previous 13F +490,347 shares

    0.12% of the 13F portfolio, value $449,344,517.

    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 4,079,879 shares
    Change vs previous 13F +697,217 shares

    0.12% of the 13F portfolio, value $394,442,698.

    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 3,382,662 shares
    Change vs previous 13F +27,720 shares

    0.09% of the 13F portfolio, value $275,348,660.

    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 3,354,942 shares
    Change vs previous 13F +700,521 shares

    0.09% of the 13F portfolio, value $228,840,565.

    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 2,654,421 shares
    Change vs previous 13F +794,494 shares

    0.08% of the 13F portfolio, value $204,496,585.

    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 1,859,927 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $138,880,734.

    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).