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Disclosery

LPL Financial LLC: AM position timeline

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

LPL Financial LLC held 558,179 AM 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 558,179 shares
    Change vs previous 13F -7,747 shares

    <0.01% of the 13F portfolio, value $12,698,579.

    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 565,926 shares
    Change vs previous 13F +96,390 shares

    <0.01% of the 13F portfolio, value $12,903,106.

    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 469,536 shares
    Change vs previous 13F +14,535 shares

    <0.01% of the 13F portfolio, value $8,353,040.

    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 455,001 shares
    Change vs previous 13F +73,974 shares

    <0.01% of the 13F portfolio, value $8,845,223.

    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 381,027 shares
    Change vs previous 13F +25,782 shares

    <0.01% of the 13F portfolio, value $7,220,464.

    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 355,245 shares
    Change vs previous 13F +36,468 shares

    <0.01% of the 13F portfolio, value $6,394,408.

    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 318,777 shares
    Change vs previous 13F +4,710 shares

    <0.01% of the 13F portfolio, value $4,810,346.

    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 314,067 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,726,704.

    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).