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LPL Financial LLC: AVO position timeline

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

LPL Financial LLC held 44,020 AVO 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 44,020 shares
    Change vs previous 13F +16,599 shares

    <0.01% of the 13F portfolio, value $518,993.

    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 27,421 shares
    Change vs previous 13F -11,757 shares

    <0.01% of the 13F portfolio, value $377,313.

    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 39,178 shares
    Change vs previous 13F -2,383 shares

    <0.01% of the 13F portfolio, value $454,465.

    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 41,561 shares
    Change vs previous 13F +3,612 shares

    <0.01% of the 13F portfolio, value $499,563.

    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 37,949 shares
    Change vs previous 13F -9,533 shares

    <0.01% of the 13F portfolio, value $444,762.

    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 47,482 shares
    Change vs previous 13F -35,545 shares

    <0.01% of the 13F portfolio, value $497,611.

    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 83,027 shares
    Change vs previous 13F +11,233 shares

    <0.01% of the 13F portfolio, value $1,193,098.

    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 71,794 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $920,399.

    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).