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Disclosery

LPL Financial LLC: ATR position timeline

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

LPL Financial LLC held 41,606 ATR 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 41,606 shares
    Change vs previous 13F -308 shares

    <0.01% of the 13F portfolio, value $5,209,104.

    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 41,914 shares
    Change vs previous 13F +390 shares

    <0.01% of the 13F portfolio, value $5,281,953.

    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 41,524 shares
    Change vs previous 13F +291 shares

    <0.01% of the 13F portfolio, value $5,064,296.

    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 41,233 shares
    Change vs previous 13F -7,653 shares

    <0.01% of the 13F portfolio, value $5,511,160.

    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 48,886 shares
    Change vs previous 13F +1,652 shares

    <0.01% of the 13F portfolio, value $7,647,173.

    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 47,234 shares
    Change vs previous 13F +4,451 shares

    <0.01% of the 13F portfolio, value $6,794,188.

    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 42,783 shares
    Change vs previous 13F +6,742 shares

    <0.01% of the 13F portfolio, value $6,706,227.

    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 36,041 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,773,363.

    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).