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LPL Financial LLC: CBSH position timeline

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

LPL Financial LLC held 82,356 CBSH 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 82,356 shares
    Change vs previous 13F -32,431 shares

    <0.01% of the 13F portfolio, value $4,756,034.

    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 114,787 shares
    Change vs previous 13F +13,030 shares

    <0.01% of the 13F portfolio, value $5,647,497.

    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 101,757 shares
    Change vs previous 13F -5,487 shares

    <0.01% of the 13F portfolio, value $5,325,961.

    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 107,244 shares
    Change vs previous 13F -3,839 shares

    <0.01% of the 13F portfolio, value $6,408,913.

    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 111,083 shares
    Change vs previous 13F +2,570 shares

    <0.01% of the 13F portfolio, value $6,906,018.

    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 108,513 shares
    Change vs previous 13F +31,916 shares

    <0.01% of the 13F portfolio, value $6,752,745.

    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 76,597 shares
    Change vs previous 13F +10,305 shares

    <0.01% of the 13F portfolio, value $4,772,734.

    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 66,292 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,937,730.

    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).