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Disclosery

LPL Financial LLC: BTX position timeline

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

LPL Financial LLC held 138,908 BTX 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 138,908 shares
    Change vs previous 13F +53,323 shares

    <0.01% of the 13F portfolio, value $1,254,335.

    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 85,585 shares
    Change vs previous 13F -8,035 shares

    <0.01% of the 13F portfolio, value $564,860.

    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 93,620 shares
    Change vs previous 13F -49,268 shares

    <0.01% of the 13F portfolio, value $616,956.

    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 142,888 shares
    Change vs previous 13F +66,903 shares

    <0.01% of the 13F portfolio, value $957,347.

    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 75,985 shares
    Change vs previous 13F +17,051 shares

    <0.01% of the 13F portfolio, value $557,733.

    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 58,934 shares
    Change vs previous 13F -17,800 shares

    <0.01% of the 13F portfolio, value $368,926.

    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 76,734 shares
    Change vs previous 13F +10,897 shares

    <0.01% of the 13F portfolio, value $570,900.

    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 65,837 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $497,071.

    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).