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Disclosery

LPL Financial LLC: BALI position timeline

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

LPL Financial LLC held 2,941,497 BALI 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 2,941,497 shares
    Change vs previous 13F +1,108,710 shares

    0.02% of the 13F portfolio, value $99,510,845.

    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 1,832,787 shares
    Change vs previous 13F +152,313 shares

    0.02% of the 13F portfolio, value $56,468,176.

    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 1,680,474 shares
    Change vs previous 13F +412,857 shares

    0.01% of the 13F portfolio, value $53,237,416.

    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 1,267,617 shares
    Change vs previous 13F +257,127 shares

    0.01% of the 13F portfolio, value $40,234,178.

    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 1,010,490 shares
    Change vs previous 13F +437,126 shares

    0.01% of the 13F portfolio, value $30,425,854.

    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 573,364 shares
    Change vs previous 13F +86,107 shares

    0.01% of the 13F portfolio, value $16,507,146.

    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 487,257 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $14,739,531.

    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).