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Disclosery

LPL Financial LLC: ARR position timeline

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

LPL Financial LLC held 71,713 ARR 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 71,713 shares
    Change vs previous 13F +9,325 shares

    <0.01% of the 13F portfolio, value $1,251,386.

    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 62,388 shares
    Change vs previous 13F +14,285 shares

    <0.01% of the 13F portfolio, value $1,040,636.

    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 48,103 shares
    Change vs previous 13F -15,421 shares

    <0.01% of the 13F portfolio, value $850,937.

    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 63,524 shares
    Change vs previous 13F -46,692 shares

    <0.01% of the 13F portfolio, value $949,056.

    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 110,216 shares
    Change vs previous 13F +8,949 shares

    <0.01% of the 13F portfolio, value $1,852,739.

    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 101,267 shares
    Change vs previous 13F +27,915 shares

    <0.01% of the 13F portfolio, value $1,731,672.

    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 73,352 shares
    Change vs previous 13F +42,823 shares

    <0.01% of the 13F portfolio, value $1,383,415.

    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 30,529 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $622,792.

    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).