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LPL Financial LLC: BR position timeline

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

LPL Financial LLC held 344,470 BR 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 344,470 shares
    Change vs previous 13F -8,499 shares

    0.01% of the 13F portfolio, value $47,175,223.

    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 352,969 shares
    Change vs previous 13F +18,030 shares

    0.02% of the 13F portfolio, value $57,350,321.

    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 334,939 shares
    Change vs previous 13F +13,941 shares

    0.02% of the 13F portfolio, value $74,748,342.

    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 320,998 shares
    Change vs previous 13F +11,930 shares

    0.02% of the 13F portfolio, value $76,452,202.

    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 309,068 shares
    Change vs previous 13F +5,864 shares

    0.03% of the 13F portfolio, value $75,112,807.

    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 303,204 shares
    Change vs previous 13F +23,668 shares

    0.03% of the 13F portfolio, value $73,514,751.

    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 279,536 shares
    Change vs previous 13F +9,056 shares

    0.03% of the 13F portfolio, value $63,200,344.

    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 270,480 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $58,161,259.

    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).