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LPL Financial LLC: BUFQ position timeline

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

LPL Financial LLC held 8,862,303 BUFQ 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 8,862,303 shares
    Change vs previous 13F +339,818 shares

    0.08% of the 13F portfolio, value $348,022,633.

    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 8,522,485 shares
    Change vs previous 13F +978,401 shares

    0.08% of the 13F portfolio, value $301,014,167.

    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 7,544,084 shares
    Change vs previous 13F -306,706 shares

    0.07% of the 13F portfolio, value $270,379,980.

    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 7,850,790 shares
    Change vs previous 13F -515,663 shares

    0.08% of the 13F portfolio, value $273,521,519.

    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 8,366,453 shares
    Change vs previous 13F +501,417 shares

    0.09% of the 13F portfolio, value $277,766,229.

    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 7,865,036 shares
    Change vs previous 13F +782,157 shares

    0.09% of the 13F portfolio, value $234,849,967.

    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 7,082,879 shares
    Change vs previous 13F +450,139 shares

    0.09% of the 13F portfolio, value $222,614,899.

    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 6,632,740 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $201,303,649.

    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).