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LPL Financial LLC: BSTZ position timeline

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

LPL Financial LLC held 193,382 BSTZ 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 193,382 shares
    Change vs previous 13F -6,241 shares

    <0.01% of the 13F portfolio, value $5,807,273.

    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 199,623 shares
    Change vs previous 13F -8,399 shares

    <0.01% of the 13F portfolio, value $4,421,659.

    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 208,022 shares
    Change vs previous 13F +13,620 shares

    <0.01% of the 13F portfolio, value $4,703,370.

    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 194,402 shares
    Change vs previous 13F +20,487 shares

    <0.01% of the 13F portfolio, value $4,307,952.

    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 173,915 shares
    Change vs previous 13F +5,224 shares

    <0.01% of the 13F portfolio, value $3,608,745.

    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 168,691 shares
    Change vs previous 13F -79 shares

    <0.01% of the 13F portfolio, value $2,992,579.

    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 168,770 shares
    Change vs previous 13F -16,224 shares

    <0.01% of the 13F portfolio, value $3,495,221.

    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 184,994 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,551,883.

    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).