LPL Financial LLC: CAG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on CAG, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 736,971 CAG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 736,971 sharesChange vs previous 13F +260,739 shares
<0.01% of the 13F portfolio, value $9,919,623.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 476,232 sharesChange vs previous 13F +71,257 shares
<0.01% of the 13F portfolio, value $7,486,356.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 404,975 sharesChange vs previous 13F +36,853 shares
<0.01% of the 13F portfolio, value $7,010,112.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 368,122 sharesChange vs previous 13F -94,265 shares
<0.01% of the 13F portfolio, value $6,740,316.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 462,387 sharesChange vs previous 13F -8,867 shares
<0.01% of the 13F portfolio, value $9,465,056.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 471,254 sharesChange vs previous 13F +21,715 shares
<0.01% of the 13F portfolio, value $12,568,328.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 449,539 sharesChange vs previous 13F -72,404 shares
0.01% of the 13F portfolio, value $12,474,691.
13F-HR 0001403438-25-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 521,943 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $16,973,575.
13F-HR 0001403438-24-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).