Skip to content
Disclosery

LPL Financial LLC: BETZ position timeline

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

LPL Financial LLC held 116,745 BETZ 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 116,745 shares
    Change vs previous 13F +105,323 shares

    <0.01% of the 13F portfolio, value $2,181,971.

    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 11,422 shares
    Change vs previous 13F -2,213 shares

    <0.01% of the 13F portfolio, value $204,057.

    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 13,635 shares
    Change vs previous 13F +348 shares

    <0.01% of the 13F portfolio, value $286,068.

    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 13,287 shares
    Change vs previous 13F +313 shares

    <0.01% of the 13F portfolio, value $317,177.

    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 12,974 shares
    Change vs previous 13F -1,677 shares

    <0.01% of the 13F portfolio, value $308,135.

    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 14,651 shares
    Change vs previous 13F -2,728 shares

    <0.01% of the 13F portfolio, value $275,394.

    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 17,379 shares
    Change vs previous 13F -806 shares

    <0.01% of the 13F portfolio, value $329,340.

    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 18,185 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $344,605.

    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).