Skip to content
Disclosery

LPL Financial LLC: ATO position timeline

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

LPL Financial LLC held 206,138 ATO 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 206,138 shares
    Change vs previous 13F +11,861 shares

    0.01% of the 13F portfolio, value $35,511,429.

    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 194,277 shares
    Change vs previous 13F +19,622 shares

    0.01% of the 13F portfolio, value $35,886,904.

    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 174,655 shares
    Change vs previous 13F +21,587 shares

    0.01% of the 13F portfolio, value $29,277,428.

    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 153,068 shares
    Change vs previous 13F +10,617 shares

    0.01% of the 13F portfolio, value $26,136,354.

    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 142,451 shares
    Change vs previous 13F +32,679 shares

    0.01% of the 13F portfolio, value $21,953,120.

    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 109,772 shares
    Change vs previous 13F +18,753 shares

    0.01% of the 13F portfolio, value $16,968,512.

    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 91,019 shares
    Change vs previous 13F +16,735 shares

    0.01% of the 13F portfolio, value $12,676,159.

    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 74,284 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,303,866.

    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).