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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

  1. period ended2026-06-30
    13F 26,585,056 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,365,121 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 23,406,351 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,869,469 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,593,595 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 299,696 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).