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Disclosery

LPL Financial LLC: BSMQ position timeline

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

LPL Financial LLC held 460,854 BSMQ 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 460,854 shares
    Change vs previous 13F -45,659 shares

    <0.01% of the 13F portfolio, value $10,850,808.

    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 506,513 shares
    Change vs previous 13F -24,699 shares

    <0.01% of the 13F portfolio, value $11,966,361.

    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 531,212 shares
    Change vs previous 13F +20,365 shares

    <0.01% of the 13F portfolio, value $12,560,503.

    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 510,847 shares
    Change vs previous 13F +9,850 shares

    <0.01% of the 13F portfolio, value $12,068,748.

    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 500,997 shares
    Change vs previous 13F +77,961 shares

    <0.01% of the 13F portfolio, value $11,803,493.

    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 423,036 shares
    Change vs previous 13F +63,309 shares

    <0.01% of the 13F portfolio, value $9,987,875.

    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 359,727 shares
    Change vs previous 13F +7,198 shares

    <0.01% of the 13F portfolio, value $8,478,768.

    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 352,529 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,369,041.

    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).