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Disclosery

LPL Financial LLC: BOCT position timeline

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

LPL Financial LLC held 68,577 BOCT 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 68,577 shares
    Change vs previous 13F -2,156 shares

    <0.01% of the 13F portfolio, value $3,636,055.

    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 70,733 shares
    Change vs previous 13F -5,805 shares

    <0.01% of the 13F portfolio, value $3,394,250.

    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 76,538 shares
    Change vs previous 13F +3,777 shares

    <0.01% of the 13F portfolio, value $3,782,859.

    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 72,761 shares
    Change vs previous 13F -2,728 shares

    <0.01% of the 13F portfolio, value $3,523,104.

    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 75,489 shares
    Change vs previous 13F +16,957 shares

    <0.01% of the 13F portfolio, value $3,430,990.

    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 58,532 shares
    Change vs previous 13F -4,631 shares

    <0.01% of the 13F portfolio, value $2,460,477.

    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 63,163 shares
    Change vs previous 13F -2,668 shares

    <0.01% of the 13F portfolio, value $2,730,221.

    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 65,831 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,794,526.

    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).