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Disclosery

LPL Financial LLC: BOX position timeline

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

LPL Financial LLC held 20,623 BOX 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 20,623 shares
    Change vs previous 13F +755 shares

    <0.01% of the 13F portfolio, value $547,321.

    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 19,868 shares
    Change vs previous 13F -1,113 shares

    <0.01% of the 13F portfolio, value $469,668.

    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 20,981 shares
    Change vs previous 13F -1,149 shares

    <0.01% of the 13F portfolio, value $627,527.

    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 22,130 shares
    Change vs previous 13F +2,119 shares

    <0.01% of the 13F portfolio, value $714,135.

    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 20,011 shares
    Change vs previous 13F +857 shares

    <0.01% of the 13F portfolio, value $683,776.

    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 19,154 shares
    Change vs previous 13F -1,603 shares

    <0.01% of the 13F portfolio, value $591,092.

    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 20,757 shares
    Change vs previous 13F +2,066 shares

    <0.01% of the 13F portfolio, value $655,921.

    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 18,691 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $611,756.

    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).