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LPL Financial LLC: BFOR position timeline

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

LPL Financial LLC held 13,325 BFOR 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 13,325 shares
    Change vs previous 13F -798 shares

    <0.01% of the 13F portfolio, value $1,274,129.

    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 14,123 shares
    Change vs previous 13F +670 shares

    <0.01% of the 13F portfolio, value $1,172,284.

    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 13,453 shares
    Change vs previous 13F +176 shares

    <0.01% of the 13F portfolio, value $1,107,859.

    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 13,277 shares
    Change vs previous 13F +725 shares

    <0.01% of the 13F portfolio, value $1,077,894.

    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 12,552 shares
    Change vs previous 13F -129 shares

    <0.01% of the 13F portfolio, value $966,644.

    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 12,681 shares
    Change vs previous 13F -763 shares

    <0.01% of the 13F portfolio, value $880,611.

    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 13,444 shares
    Change vs previous 13F +462 shares

    <0.01% of the 13F portfolio, value $978,241.

    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 12,982 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $931,097.

    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).