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LPL Financial LLC: CAPL position timeline

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

LPL Financial LLC held 115,174 CAPL 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 115,174 shares
    Change vs previous 13F -6,837 shares

    <0.01% of the 13F portfolio, value $2,582,212.

    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 122,011 shares
    Change vs previous 13F +2,298 shares

    <0.01% of the 13F portfolio, value $2,535,391.

    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 119,713 shares
    Change vs previous 13F +6,614 shares

    <0.01% of the 13F portfolio, value $2,466,089.

    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 113,099 shares
    Change vs previous 13F +2,008 shares

    <0.01% of the 13F portfolio, value $2,378,467.

    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 111,091 shares
    Change vs previous 13F +6,272 shares

    <0.01% of the 13F portfolio, value $2,324,030.

    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 104,819 shares
    Change vs previous 13F -2,586 shares

    <0.01% of the 13F portfolio, value $2,575,392.

    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 107,405 shares
    Change vs previous 13F +6,306 shares

    <0.01% of the 13F portfolio, value $2,362,912.

    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 101,099 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,094,773.

    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).