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Disclosery

LPL Financial LLC: AMT position timeline

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

LPL Financial LLC held 863,324 AMT 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 863,324 shares
    Change vs previous 13F +14,132 shares

    0.03% of the 13F portfolio, value $141,213,819.

    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 849,192 shares
    Change vs previous 13F +314,393 shares

    0.04% of the 13F portfolio, value $146,553,581.

    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 534,799 shares
    Change vs previous 13F -27,708 shares

    0.03% of the 13F portfolio, value $93,894,726.

    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 562,507 shares
    Change vs previous 13F +123,161 shares

    0.03% of the 13F portfolio, value $108,181,266.

    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 439,346 shares
    Change vs previous 13F +43,890 shares

    0.03% of the 13F portfolio, value $97,104,409.

    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 395,456 shares
    Change vs previous 13F +26,957 shares

    0.03% of the 13F portfolio, value $86,051,177.

    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 368,499 shares
    Change vs previous 13F +12,271 shares

    0.03% of the 13F portfolio, value $67,586,452.

    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 356,228 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $82,844,406.

    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).