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LPL Financial LLC: BKT position timeline

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

LPL Financial LLC held 436,011 BKT 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 436,011 shares
    Change vs previous 13F -129,713 shares

    <0.01% of the 13F portfolio, value $4,674,035.

    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 565,724 shares
    Change vs previous 13F -158,095 shares

    <0.01% of the 13F portfolio, value $5,979,705.

    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 723,819 shares
    Change vs previous 13F +334,802 shares

    <0.01% of the 13F portfolio, value $7,990,956.

    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 389,017 shares
    Change vs previous 13F +202,102 shares

    <0.01% of the 13F portfolio, value $4,372,554.

    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 186,915 shares
    Change vs previous 13F +12,722 shares

    <0.01% of the 13F portfolio, value $2,196,245.

    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 174,193 shares
    Change vs previous 13F +11,497 shares

    <0.01% of the 13F portfolio, value $2,064,188.

    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 162,696 shares
    Change vs previous 13F +12,848 shares

    <0.01% of the 13F portfolio, value $1,874,259.

    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 149,848 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,862,604.

    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).