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Disclosery

LPL Financial LLC: AOUT position timeline

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

LPL Financial LLC held 69,912 AOUT 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 69,912 shares
    Change vs previous 13F +10,069 shares

    <0.01% of the 13F portfolio, value $820,770.

    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 59,843 shares
    Change vs previous 13F +18,121 shares

    <0.01% of the 13F portfolio, value $558,936.

    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 41,722 shares
    Change vs previous 13F -22,225 shares

    <0.01% of the 13F portfolio, value $322,513.

    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 63,947 shares
    Change vs previous 13F +2,938 shares

    <0.01% of the 13F portfolio, value $555,062.

    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 61,009 shares
    Change vs previous 13F +1,509 shares

    <0.01% of the 13F portfolio, value $637,541.

    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 59,500 shares
    Change vs previous 13F +5,953 shares

    <0.01% of the 13F portfolio, value $723,523.

    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 53,547 shares
    Change vs previous 13F +544 shares

    <0.01% of the 13F portfolio, value $816,060.

    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 53,003 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $488,690.

    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).