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LPL Financial LLC: BBH position timeline

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

LPL Financial LLC held 30,131 BBH 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 30,131 shares
    Change vs previous 13F +3,580 shares

    <0.01% of the 13F portfolio, value $6,123,640.

    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 26,551 shares
    Change vs previous 13F -5,262 shares

    <0.01% of the 13F portfolio, value $4,992,148.

    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 31,813 shares
    Change vs previous 13F +12,351 shares

    <0.01% of the 13F portfolio, value $6,021,068.

    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 19,462 shares
    Change vs previous 13F -2,833 shares

    <0.01% of the 13F portfolio, value $3,224,571.

    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 22,295 shares
    Change vs previous 13F -1,880 shares

    <0.01% of the 13F portfolio, value $3,417,301.

    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 24,175 shares
    Change vs previous 13F -572 shares

    <0.01% of the 13F portfolio, value $3,803,491.

    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 24,747 shares
    Change vs previous 13F -1,527 shares

    <0.01% of the 13F portfolio, value $3,884,554.

    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 26,274 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,660,777.

    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).