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LPL Financial LLC: BLV position timeline

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

LPL Financial LLC held 3,030,083 BLV 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 3,030,083 shares
    Change vs previous 13F -26,231 shares

    0.05% of the 13F portfolio, value $208,863,559.

    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 3,056,314 shares
    Change vs previous 13F -179,592 shares

    0.06% of the 13F portfolio, value $210,213,239.

    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 3,235,906 shares
    Change vs previous 13F +247,583 shares

    0.06% of the 13F portfolio, value $224,960,140.

    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 2,988,323 shares
    Change vs previous 13F -687,329 shares

    0.06% of the 13F portfolio, value $211,722,640.

    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 3,675,652 shares
    Change vs previous 13F +934,229 shares

    0.09% of the 13F portfolio, value $255,604,767.

    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 2,741,423 shares
    Change vs previous 13F -394,393 shares

    0.08% of the 13F portfolio, value $193,050,959.

    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 3,135,816 shares
    Change vs previous 13F +601,500 shares

    0.09% of the 13F portfolio, value $214,583,833.

    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 2,534,316 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $190,504,515.

    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).