Skip to content
Disclosery

LPL Financial LLC: BEN position timeline

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

LPL Financial LLC held 374,604 BEN 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 374,604 shares
    Change vs previous 13F +16,536 shares

    <0.01% of the 13F portfolio, value $12,463,091.

    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 358,068 shares
    Change vs previous 13F -20,866 shares

    <0.01% of the 13F portfolio, value $8,457,564.

    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 378,934 shares
    Change vs previous 13F -122,359 shares

    <0.01% of the 13F portfolio, value $9,052,727.

    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 501,293 shares
    Change vs previous 13F -1,472,132 shares

    <0.01% of the 13F portfolio, value $11,594,909.

    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 1,973,425 shares
    Change vs previous 13F +84,265 shares

    0.02% of the 13F portfolio, value $47,066,187.

    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 1,889,160 shares
    Change vs previous 13F +371,562 shares

    0.01% of the 13F portfolio, value $36,366,328.

    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 1,517,598 shares
    Change vs previous 13F +658,977 shares

    0.01% of the 13F portfolio, value $30,792,055.

    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 858,621 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $17,301,214.

    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).