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LPL Financial LLC: APUE position timeline

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

LPL Financial LLC held 2,063,015 APUE 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 2,063,015 shares
    Change vs previous 13F +103,665 shares

    0.02% of the 13F portfolio, value $95,311,293.

    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 1,959,350 shares
    Change vs previous 13F -213,074 shares

    0.02% of the 13F portfolio, value $78,530,748.

    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 2,172,424 shares
    Change vs previous 13F -205,667 shares

    0.02% of the 13F portfolio, value $90,524,908.

    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 2,378,091 shares
    Change vs previous 13F +30,104 shares

    0.03% of the 13F portfolio, value $96,978,557.

    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 2,347,987 shares
    Change vs previous 13F +1,559,776 shares

    0.03% of the 13F portfolio, value $88,293,703.

    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 788,211 shares
    Change vs previous 13F -46,891 shares

    0.01% of the 13F portfolio, value $26,783,410.

    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 835,102 shares
    Change vs previous 13F -21,725 shares

    0.01% of the 13F portfolio, value $29,863,248.

    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 856,827 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $30,194,583.

    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).