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Disclosery

LPL Financial LLC: CARY position timeline

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

LPL Financial LLC held 565,204 CARY 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 565,204 shares
    Change vs previous 13F +133,314 shares

    <0.01% of the 13F portfolio, value $11,744,944.

    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 431,890 shares
    Change vs previous 13F +104,808 shares

    <0.01% of the 13F portfolio, value $8,971,601.

    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 327,082 shares
    Change vs previous 13F +36,315 shares

    <0.01% of the 13F portfolio, value $6,811,644.

    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 290,767 shares
    Change vs previous 13F +49,720 shares

    <0.01% of the 13F portfolio, value $6,079,942.

    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 241,047 shares
    Change vs previous 13F +22,039 shares

    <0.01% of the 13F portfolio, value $5,013,779.

    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 219,008 shares
    Change vs previous 13F +20,731 shares

    <0.01% of the 13F portfolio, value $4,546,603.

    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 198,277 shares
    Change vs previous 13F +138,611 shares

    <0.01% of the 13F portfolio, value $4,082,511.

    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 59,666 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,264,323.

    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).