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LPL Financial LLC: BNY position timeline

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

LPL Financial LLC held 880,250 BNY 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 880,250 shares
    Change vs previous 13F +75,882 shares

    0.03% of the 13F portfolio, value $127,292,893.

    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 804,368 shares
    Change vs previous 13F +26,648 shares

    0.03% of the 13F portfolio, value $95,422,165.

    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 777,720 shares
    Change vs previous 13F -124,128 shares

    0.02% of the 13F portfolio, value $90,285,518.

    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 901,848 shares
    Change vs previous 13F +288,354 shares

    0.03% of the 13F portfolio, value $98,265,426.

    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 613,494 shares
    Change vs previous 13F +89,940 shares

    0.02% of the 13F portfolio, value $55,895,365.

    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 523,554 shares
    Change vs previous 13F +74,882 shares

    0.02% of the 13F portfolio, value $43,910,433.

    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 448,672 shares
    Change vs previous 13F +74,948 shares

    0.01% of the 13F portfolio, value $34,471,451.

    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 373,724 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $26,855,774.

    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).