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Disclosery

LPL Financial LLC: C position timeline

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

LPL Financial LLC held 2,322,820 C 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 2,322,820 shares
    Change vs previous 13F +90,182 shares

    0.07% of the 13F portfolio, value $325,101,999.

    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 2,232,638 shares
    Change vs previous 13F +62,116 shares

    0.07% of the 13F portfolio, value $253,203,395.

    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 2,170,522 shares
    Change vs previous 13F +61,892 shares

    0.07% of the 13F portfolio, value $253,278,229.

    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 2,108,630 shares
    Change vs previous 13F +238,419 shares

    0.06% of the 13F portfolio, value $214,026,013.

    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 1,870,211 shares
    Change vs previous 13F +69,605 shares

    0.05% of the 13F portfolio, value $159,192,343.

    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 1,800,606 shares
    Change vs previous 13F +196,048 shares

    0.05% of the 13F portfolio, value $127,825,024.

    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 1,604,558 shares
    Change vs previous 13F +185,835 shares

    0.05% of the 13F portfolio, value $112,944,836.

    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 1,418,723 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $88,812,067.

    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).