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Disclosery

LPL Financial LLC: BTC position timeline

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

LPL Financial LLC held 360,740 BTC 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 360,740 shares
    Change vs previous 13F +78,611 shares

    <0.01% of the 13F portfolio, value $9,361,213.

    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 282,129 shares
    Change vs previous 13F +80,908 shares

    <0.01% of the 13F portfolio, value $8,461,061.

    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 201,221 shares
    Change vs previous 13F +9,644 shares

    <0.01% of the 13F portfolio, value $7,793,305.

    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 191,577 shares
    Change vs previous 13F -1,408 shares

    <0.01% of the 13F portfolio, value $9,699,544.

    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 192,985 shares
    Change vs previous 13F +6,231 shares

    <0.01% of the 13F portfolio, value $9,215,034.

    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 186,754 shares
    Change vs previous 13F -5,537 shares

    <0.01% of the 13F portfolio, value $6,814,653.

    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 192,291 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,051,224.

    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).