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Disclosery

LPL Financial LLC: AS position timeline

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

LPL Financial LLC held 85,071 AS 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 85,071 shares
    Change vs previous 13F +19,611 shares

    <0.01% of the 13F portfolio, value $2,878,803.

    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 65,460 shares
    Change vs previous 13F -1,597 shares

    <0.01% of the 13F portfolio, value $2,154,943.

    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 67,057 shares
    Change vs previous 13F +42,492 shares

    <0.01% of the 13F portfolio, value $2,504,579.

    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 24,565 shares
    Change vs previous 13F +1,602 shares

    <0.01% of the 13F portfolio, value $853,634.

    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 22,963 shares
    Change vs previous 13F +6,081 shares

    <0.01% of the 13F portfolio, value $890,046.

    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 16,882 shares
    Change vs previous 13F +3,578 shares

    <0.01% of the 13F portfolio, value $451,256.

    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 13,304 shares
    Change vs previous 13F +29 shares

    <0.01% of the 13F portfolio, value $371,980.

    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 13,275 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $211,736.

    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).