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LPL Financial LLC: BEP position timeline

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

LPL Financial LLC held 64,566 BEP 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 64,566 shares
    Change vs previous 13F +1,301 shares

    <0.01% of the 13F portfolio, value $2,242,378.

    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 63,265 shares
    Change vs previous 13F +459 shares

    <0.01% of the 13F portfolio, value $2,064,957.

    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 62,806 shares
    Change vs previous 13F +3,518 shares

    <0.01% of the 13F portfolio, value $1,693,870.

    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 59,288 shares
    Change vs previous 13F +5,105 shares

    <0.01% of the 13F portfolio, value $1,529,043.

    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 54,183 shares
    Change vs previous 13F +773 shares

    <0.01% of the 13F portfolio, value $1,382,211.

    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 53,410 shares
    Change vs previous 13F -4,104 shares

    <0.01% of the 13F portfolio, value $1,183,556.

    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 57,514 shares
    Change vs previous 13F +14,194 shares

    <0.01% of the 13F portfolio, value $1,310,746.

    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 43,320 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,220,764.

    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).