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Disclosery

LPL Financial LLC: BAM position timeline

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

LPL Financial LLC held 59,085 BAM 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 59,085 shares
    Change vs previous 13F +3,329 shares

    <0.01% of the 13F portfolio, value $2,649,948.

    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 55,756 shares
    Change vs previous 13F -21,314 shares

    <0.01% of the 13F portfolio, value $2,478,332.

    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 77,070 shares
    Change vs previous 13F +9,869 shares

    <0.01% of the 13F portfolio, value $4,037,694.

    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 67,201 shares
    Change vs previous 13F +2,940 shares

    <0.01% of the 13F portfolio, value $3,826,406.

    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 64,261 shares
    Change vs previous 13F +8,907 shares

    <0.01% of the 13F portfolio, value $3,552,320.

    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 55,354 shares
    Change vs previous 13F +3,173 shares

    <0.01% of the 13F portfolio, value $2,681,924.

    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 52,181 shares
    Change vs previous 13F +5,934 shares

    <0.01% of the 13F portfolio, value $2,827,663.

    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 46,247 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,187,029.

    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).