Skip to content

LPL Financial LLC: BHC position timeline

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

LPL Financial LLC held 19,032 BHC 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 19,032 shares
    Change vs previous 13F -57,599 shares

    <0.01% of the 13F portfolio, value $93,828.

    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 76,631 shares
    Change vs previous 13F -67,473 shares

    <0.01% of the 13F portfolio, value $413,807.

    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 144,104 shares
    Change vs previous 13F +82,637 shares

    <0.01% of the 13F portfolio, value $1,001,523.

    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 61,467 shares
    Change vs previous 13F +36,558 shares

    <0.01% of the 13F portfolio, value $396,462.

    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 24,909 shares
    Change vs previous 13F -2,642 shares

    <0.01% of the 13F portfolio, value $165,894.

    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 27,551 shares
    Change vs previous 13F +878 shares

    <0.01% of the 13F portfolio, value $178,257.

    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 26,673 shares
    Change vs previous 13F -1,513 shares

    <0.01% of the 13F portfolio, value $214,987.

    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 28,186 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $230,000.

    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).