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Disclosery

LPL Financial LLC: AVUS position timeline

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

LPL Financial LLC held 2,541,722 AVUS 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 2,541,722 shares
    Change vs previous 13F +153,009 shares

    0.07% of the 13F portfolio, value $325,543,797.

    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 2,388,713 shares
    Change vs previous 13F +75,380 shares

    0.07% of the 13F portfolio, value $265,577,118.

    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 2,313,333 shares
    Change vs previous 13F +1,722 shares

    0.07% of the 13F portfolio, value $258,584,411.

    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 2,311,611 shares
    Change vs previous 13F +80,728 shares

    0.07% of the 13F portfolio, value $251,272,068.

    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 2,230,883 shares
    Change vs previous 13F +81,199 shares

    0.08% of the 13F portfolio, value $224,917,661.

    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 2,149,684 shares
    Change vs previous 13F +727,153 shares

    0.08% of the 13F portfolio, value $198,587,849.

    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 1,422,531 shares
    Change vs previous 13F +80,265 shares

    0.06% of the 13F portfolio, value $137,885,923.

    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 1,342,266 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $127,716,630.

    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).