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Disclosery

LPL Financial LLC: BTZ position timeline

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

LPL Financial LLC held 567,816 BTZ 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 567,816 shares
    Change vs previous 13F -299,827 shares

    <0.01% of the 13F portfolio, value $5,803,083.

    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 867,643 shares
    Change vs previous 13F -127,886 shares

    <0.01% of the 13F portfolio, value $8,763,189.

    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 995,529 shares
    Change vs previous 13F +23,333 shares

    <0.01% of the 13F portfolio, value $10,781,574.

    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 972,196 shares
    Change vs previous 13F +300,243 shares

    <0.01% of the 13F portfolio, value $10,742,764.

    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 671,953 shares
    Change vs previous 13F -281,679 shares

    <0.01% of the 13F portfolio, value $7,337,722.

    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 953,632 shares
    Change vs previous 13F +175,452 shares

    <0.01% of the 13F portfolio, value $10,222,935.

    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 778,180 shares
    Change vs previous 13F +234,539 shares

    <0.01% of the 13F portfolio, value $8,139,761.

    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 543,641 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,132,272.

    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).