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LPL Financial LLC: BLFS position timeline

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

LPL Financial LLC held 13,199 BLFS 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 13,199 shares
    Change vs previous 13F -485 shares

    <0.01% of the 13F portfolio, value $372,740.

    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 13,684 shares
    Change vs previous 13F -47 shares

    <0.01% of the 13F portfolio, value $261,091.

    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 13,731 shares
    Change vs previous 13F -1,709 shares

    <0.01% of the 13F portfolio, value $332,016.

    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 15,440 shares
    Change vs previous 13F -37,227 shares

    <0.01% of the 13F portfolio, value $393,874.

    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 52,667 shares
    Change vs previous 13F +4,834 shares

    <0.01% of the 13F portfolio, value $1,134,447.

    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 47,833 shares
    Change vs previous 13F +2,345 shares

    <0.01% of the 13F portfolio, value $1,092,506.

    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 45,488 shares
    Change vs previous 13F +5,308 shares

    <0.01% of the 13F portfolio, value $1,180,868.

    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 40,180 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,006,107.

    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).