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Disclosery

LPL Financial LLC: ARES position timeline

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

LPL Financial LLC held 128,012 ARES 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 128,012 shares
    Change vs previous 13F -20,749 shares

    <0.01% of the 13F portfolio, value $14,249,047.

    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 148,761 shares
    Change vs previous 13F -15,348 shares

    <0.01% of the 13F portfolio, value $16,229,827.

    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 164,109 shares
    Change vs previous 13F -1,925 shares

    0.01% of the 13F portfolio, value $26,524,986.

    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 166,034 shares
    Change vs previous 13F +14,687 shares

    0.01% of the 13F portfolio, value $26,547,204.

    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 151,347 shares
    Change vs previous 13F +14,850 shares

    0.01% of the 13F portfolio, value $26,213,328.

    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 136,497 shares
    Change vs previous 13F +21,321 shares

    0.01% of the 13F portfolio, value $20,011,851.

    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 115,176 shares
    Change vs previous 13F +16,001 shares

    0.01% of the 13F portfolio, value $20,389,713.

    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 99,175 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $15,455,429.

    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).