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
- period ended2026-06-3013F 2,063,015 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,959,350 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,172,424 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,378,091 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,347,987 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 788,211 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 835,102 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 856,827 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).