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Disclosery

LPL Financial LLC: B position timeline

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

LPL Financial LLC held 786,000 B 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 786,000 shares
    Change vs previous 13F -54,918 shares

    0.01% of the 13F portfolio, value $28,869,783.

    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 840,918 shares
    Change vs previous 13F +94,113 shares

    0.01% of the 13F portfolio, value $34,301,061.

    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 746,805 shares
    Change vs previous 13F -43,468 shares

    0.01% of the 13F portfolio, value $32,523,372.

    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 790,273 shares
    Change vs previous 13F +10,604 shares

    0.01% of the 13F portfolio, value $25,897,244.

    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 779,669 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $16,232,706.

    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).