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Disclosery

LPL Financial LLC: ASM position timeline

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

LPL Financial LLC held 262,643 ASM 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 262,643 shares
    Change vs previous 13F -32,809 shares

    <0.01% of the 13F portfolio, value $1,665,157.

    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 295,452 shares
    Change vs previous 13F +3,539 shares

    <0.01% of the 13F portfolio, value $1,867,257.

    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 291,913 shares
    Change vs previous 13F +2,587 shares

    <0.01% of the 13F portfolio, value $1,812,780.

    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 289,326 shares
    Change vs previous 13F +66,531 shares

    <0.01% of the 13F portfolio, value $1,518,962.

    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 222,795 shares
    Change vs previous 13F +166,951 shares

    <0.01% of the 13F portfolio, value $802,062.

    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 55,844 shares
    Change vs previous 13F +12,100 shares

    <0.01% of the 13F portfolio, value $102,753.

    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 43,744 shares
    Change vs previous 13F +1,534 shares

    <0.01% of the 13F portfolio, value $38,538.

    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 42,210 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $46,431.

    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).