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Disclosery

LPL Financial LLC: CART position timeline

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

LPL Financial LLC held 51,308 CART 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 51,308 shares
    Change vs previous 13F +10,658 shares

    <0.01% of the 13F portfolio, value $2,429,434.

    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 40,650 shares
    Change vs previous 13F +3,851 shares

    <0.01% of the 13F portfolio, value $1,522,749.

    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 36,799 shares
    Change vs previous 13F -59,362 shares

    <0.01% of the 13F portfolio, value $1,655,219.

    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 96,161 shares
    Change vs previous 13F +31,800 shares

    <0.01% of the 13F portfolio, value $3,534,878.

    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 64,361 shares
    Change vs previous 13F +10,193 shares

    <0.01% of the 13F portfolio, value $2,911,692.

    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 54,168 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,160,762.

    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).