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LPL Financial LLC: ARIS position timeline

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

LPL Financial LLC held 193,634 ARIS 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 193,634 shares
    Change vs previous 13F +57,149 shares

    <0.01% of the 13F portfolio, value $2,887,083.

    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 136,485 shares
    Change vs previous 13F -190,581 shares

    <0.01% of the 13F portfolio, value $2,534,526.

    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 327,066 shares
    Change vs previous 13F -44,172 shares

    <0.01% of the 13F portfolio, value $5,308,281.

    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 371,238 shares
    Change vs previous 13F -97,642 shares

    <0.01% of the 13F portfolio, value $3,638,132.

    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 468,880 shares
    Change vs previous 13F -55,691 shares

    <0.01% of the 13F portfolio, value $3,150,874.

    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 524,571 shares
    Change vs previous 13F -20,025 shares

    <0.01% of the 13F portfolio, value $2,434,009.

    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 544,596 shares
    Change vs previous 13F +117,550 shares

    <0.01% of the 13F portfolio, value $1,906,086.

    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 427,046 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,964,412.

    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).