Skip to content
Disclosery

LPL Financial LLC: BURL position timeline

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

LPL Financial LLC held 16,536 BURL 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 16,536 shares
    Change vs previous 13F +445 shares

    <0.01% of the 13F portfolio, value $5,238,735.

    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 16,091 shares
    Change vs previous 13F -4,958 shares

    <0.01% of the 13F portfolio, value $5,235,758.

    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 21,049 shares
    Change vs previous 13F +1,464 shares

    <0.01% of the 13F portfolio, value $6,080,064.

    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 19,585 shares
    Change vs previous 13F -8,341 shares

    <0.01% of the 13F portfolio, value $4,984,501.

    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 27,926 shares
    Change vs previous 13F +6,455 shares

    <0.01% of the 13F portfolio, value $6,496,812.

    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 21,471 shares
    Change vs previous 13F +1,904 shares

    <0.01% of the 13F portfolio, value $4,961,872.

    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 19,567 shares
    Change vs previous 13F +3,071 shares

    <0.01% of the 13F portfolio, value $5,648,229.

    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 16,496 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,346,366.

    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).