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Disclosery

LPL Financial LLC: BTO position timeline

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

LPL Financial LLC held 130,039 BTO 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 130,039 shares
    Change vs previous 13F +2,159 shares

    <0.01% of the 13F portfolio, value $5,126,138.

    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 127,880 shares
    Change vs previous 13F -1,905 shares

    <0.01% of the 13F portfolio, value $4,587,067.

    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 129,785 shares
    Change vs previous 13F -10,712 shares

    <0.01% of the 13F portfolio, value $4,552,865.

    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 140,497 shares
    Change vs previous 13F -62,814 shares

    <0.01% of the 13F portfolio, value $5,055,064.

    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 203,311 shares
    Change vs previous 13F -6,981 shares

    <0.01% of the 13F portfolio, value $7,201,260.

    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 210,292 shares
    Change vs previous 13F +24,519 shares

    <0.01% of the 13F portfolio, value $7,173,067.

    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 185,773 shares
    Change vs previous 13F +74,403 shares

    <0.01% of the 13F portfolio, value $6,630,229.

    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 111,370 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,693,028.

    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).