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LPL Financial LLC: BFEB position timeline

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

LPL Financial LLC held 47,560 BFEB 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 47,560 shares
    Change vs previous 13F -119 shares

    <0.01% of the 13F portfolio, value $2,503,658.

    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 47,679 shares
    Change vs previous 13F +17,076 shares

    <0.01% of the 13F portfolio, value $2,274,398.

    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 30,603 shares
    Change vs previous 13F -609 shares

    <0.01% of the 13F portfolio, value $1,489,295.

    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 31,212 shares
    Change vs previous 13F +6,230 shares

    <0.01% of the 13F portfolio, value $1,474,767.

    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 24,982 shares
    Change vs previous 13F +2,916 shares

    <0.01% of the 13F portfolio, value $1,115,446.

    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 22,066 shares
    Change vs previous 13F +4,747 shares

    <0.01% of the 13F portfolio, value $916,405.

    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 17,319 shares
    Change vs previous 13F -2,432 shares

    <0.01% of the 13F portfolio, value $745,943.

    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 19,751 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $828,752.

    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).