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LPL Financial LLC: APIE position timeline

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

LPL Financial LLC held 1,060,478 APIE 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 1,060,478 shares
    Change vs previous 13F +58,766 shares

    0.01% of the 13F portfolio, value $41,104,127.

    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 1,001,712 shares
    Change vs previous 13F -116,318 shares

    0.01% of the 13F portfolio, value $35,310,348.

    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 1,118,030 shares
    Change vs previous 13F -120,323 shares

    0.01% of the 13F portfolio, value $39,701,245.

    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 1,238,353 shares
    Change vs previous 13F -77,057 shares

    0.01% of the 13F portfolio, value $43,949,151.

    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 1,315,410 shares
    Change vs previous 13F +851,406 shares

    0.01% of the 13F portfolio, value $43,829,464.

    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 464,004 shares
    Change vs previous 13F -8,942 shares

    0.01% of the 13F portfolio, value $13,947,960.

    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 472,946 shares
    Change vs previous 13F -16,617 shares

    0.01% of the 13F portfolio, value $13,251,947.

    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 489,563 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $15,049,167.

    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).