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Disclosery

LPL Financial LLC: AOR position timeline

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

LPL Financial LLC held 1,065,599 AOR 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 1,065,599 shares
    Change vs previous 13F -118,652 shares

    0.02% of the 13F portfolio, value $74,059,157.

    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 1,184,251 shares
    Change vs previous 13F +261,855 shares

    0.02% of the 13F portfolio, value $76,206,549.

    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 922,396 shares
    Change vs previous 13F +320,259 shares

    0.02% of the 13F portfolio, value $59,964,954.

    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 602,137 shares
    Change vs previous 13F +97,821 shares

    0.01% of the 13F portfolio, value $38,765,552.

    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 504,316 shares
    Change vs previous 13F +106,587 shares

    0.01% of the 13F portfolio, value $31,050,733.

    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 397,729 shares
    Change vs previous 13F +19,126 shares

    0.01% of the 13F portfolio, value $22,897,276.

    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 378,603 shares
    Change vs previous 13F +30,651 shares

    0.01% of the 13F portfolio, value $21,701,510.

    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 347,952 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $20,612,655.

    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).