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Disclosery

LPL Financial LLC: BMO position timeline

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

LPL Financial LLC held 114,689 BMO 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 114,689 shares
    Change vs previous 13F -174,860 shares

    <0.01% of the 13F portfolio, value $20,265,582.

    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 289,549 shares
    Change vs previous 13F -49,649 shares

    0.01% of the 13F portfolio, value $39,187,503.

    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 339,198 shares
    Change vs previous 13F -58,329 shares

    0.01% of the 13F portfolio, value $44,024,503.

    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 397,527 shares
    Change vs previous 13F +12,810 shares

    0.02% of the 13F portfolio, value $51,777,878.

    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 384,717 shares
    Change vs previous 13F +32,193 shares

    0.01% of the 13F portfolio, value $42,561,214.

    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 352,524 shares
    Change vs previous 13F +28,256 shares

    0.01% of the 13F portfolio, value $33,669,525.

    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 324,268 shares
    Change vs previous 13F +238,193 shares

    0.01% of the 13F portfolio, value $31,470,243.

    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 86,075 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,763,937.

    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).