LPL Financial LLC: BAI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on BAI, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 26,585,056 BAI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 26,585,056 sharesChange vs previous 13F -780,065 shares
0.32% of the 13F portfolio, value $1,401,564,143.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 27,365,121 sharesChange vs previous 13F +3,958,770 shares
0.24% of the 13F portfolio, value $901,680,704.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 23,406,351 sharesChange vs previous 13F +3,536,882 shares
0.21% of the 13F portfolio, value $779,431,465.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,869,469 sharesChange vs previous 13F +12,275,874 shares
0.2% of the 13F portfolio, value $678,741,047.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,593,595 sharesChange vs previous 13F +7,293,899 shares
0.07% of the 13F portfolio, value $219,075,212.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 299,696 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $6,560,345.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).