Skip to content
Disclosery

LPL Financial LLC: BDC position timeline

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

LPL Financial LLC held 6,867 BDC 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 6,867 shares
    Change vs previous 13F +648 shares

    <0.01% of the 13F portfolio, value $823,372.

    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 6,219 shares
    Change vs previous 13F +797 shares

    <0.01% of the 13F portfolio, value $714,076.

    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 5,422 shares
    Change vs previous 13F +404 shares

    <0.01% of the 13F portfolio, value $631,984.

    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 5,018 shares
    Change vs previous 13F +1,500 shares

    <0.01% of the 13F portfolio, value $603,553.

    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 3,518 shares
    Change vs previous 13F +585 shares

    <0.01% of the 13F portfolio, value $407,387.

    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 2,933 shares
    Change vs previous 13F -1,873 shares

    <0.01% of the 13F portfolio, value $294,034.

    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 4,806 shares
    Change vs previous 13F +1,032 shares

    <0.01% of the 13F portfolio, value $541,204.

    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 3,774 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $442,049.

    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).