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LPL Financial LLC: BE position timeline

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

LPL Financial LLC held 435,088 BE 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 435,088 shares
    Change vs previous 13F +54,373 shares

    0.03% of the 13F portfolio, value $131,701,138.

    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 380,715 shares
    Change vs previous 13F +123,642 shares

    0.01% of the 13F portfolio, value $51,583,075.

    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 257,073 shares
    Change vs previous 13F +40,131 shares

    0.01% of the 13F portfolio, value $22,337,073.

    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 216,942 shares
    Change vs previous 13F +49,673 shares

    0.01% of the 13F portfolio, value $18,346,785.

    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 167,269 shares
    Change vs previous 13F +45,958 shares

    <0.01% of the 13F portfolio, value $4,001,074.

    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 121,311 shares
    Change vs previous 13F -56,758 shares

    <0.01% of the 13F portfolio, value $2,384,974.

    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 178,069 shares
    Change vs previous 13F -41,104 shares

    <0.01% of the 13F portfolio, value $3,954,912.

    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 219,173 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,314,467.

    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).