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LPL Financial LLC: BUR position timeline

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

LPL Financial LLC held 179,444 BUR 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 179,444 shares
    Change vs previous 13F -48,350 shares

    <0.01% of the 13F portfolio, value $735,720.

    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 227,794 shares
    Change vs previous 13F +147,817 shares

    <0.01% of the 13F portfolio, value $1,029,629.

    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 79,977 shares
    Change vs previous 13F -20,596 shares

    <0.01% of the 13F portfolio, value $713,395.

    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 100,573 shares
    Change vs previous 13F +25,284 shares

    <0.01% of the 13F portfolio, value $1,202,853.

    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 75,289 shares
    Change vs previous 13F +1,914 shares

    <0.01% of the 13F portfolio, value $1,073,621.

    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 73,375 shares
    Change vs previous 13F -2,983 shares

    <0.01% of the 13F portfolio, value $969,284.

    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 76,358 shares
    Change vs previous 13F +2,307 shares

    <0.01% of the 13F portfolio, value $973,565.

    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 74,051 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $981,916.

    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).