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Disclosery

LPL Financial LLC: AR position timeline

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

LPL Financial LLC held 164,341 AR 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 164,341 shares
    Change vs previous 13F +8,681 shares

    <0.01% of the 13F portfolio, value $5,774,943.

    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 155,660 shares
    Change vs previous 13F -62,144 shares

    <0.01% of the 13F portfolio, value $6,606,210.

    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 217,804 shares
    Change vs previous 13F -65,932 shares

    <0.01% of the 13F portfolio, value $7,505,526.

    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 283,736 shares
    Change vs previous 13F +203,167 shares

    <0.01% of the 13F portfolio, value $9,522,180.

    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 80,569 shares
    Change vs previous 13F +12,337 shares

    <0.01% of the 13F portfolio, value $3,245,319.

    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 68,232 shares
    Change vs previous 13F -89,269 shares

    <0.01% of the 13F portfolio, value $2,759,302.

    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 157,501 shares
    Change vs previous 13F +130,623 shares

    <0.01% of the 13F portfolio, value $5,520,410.

    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 26,878 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $770,055.

    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).