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LPL Financial LLC: AVK position timeline

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

LPL Financial LLC held 528,821 AVK 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 528,821 shares
    Change vs previous 13F -7,484 shares

    <0.01% of the 13F portfolio, value $6,927,556.

    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 536,305 shares
    Change vs previous 13F -30,700 shares

    <0.01% of the 13F portfolio, value $5,985,167.

    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 567,005 shares
    Change vs previous 13F +9,175 shares

    <0.01% of the 13F portfolio, value $7,110,239.

    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 557,830 shares
    Change vs previous 13F +48,671 shares

    <0.01% of the 13F portfolio, value $7,134,639.

    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 509,159 shares
    Change vs previous 13F +34,609 shares

    <0.01% of the 13F portfolio, value $6,165,917.

    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 474,550 shares
    Change vs previous 13F -23,967 shares

    <0.01% of the 13F portfolio, value $5,471,567.

    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 498,517 shares
    Change vs previous 13F +63,521 shares

    <0.01% of the 13F portfolio, value $5,867,547.

    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 434,996 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,106,848.

    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).