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Disclosery

LPL Financial LLC: CBU position timeline

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

LPL Financial LLC held 43,259 CBU 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 43,259 shares
    Change vs previous 13F +5,561 shares

    <0.01% of the 13F portfolio, value $2,903,531.

    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 37,698 shares
    Change vs previous 13F +6,471 shares

    <0.01% of the 13F portfolio, value $2,210,989.

    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 31,227 shares
    Change vs previous 13F -1,590 shares

    <0.01% of the 13F portfolio, value $1,793,656.

    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 32,817 shares
    Change vs previous 13F +3,163 shares

    <0.01% of the 13F portfolio, value $1,924,414.

    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 29,654 shares
    Change vs previous 13F +1,760 shares

    <0.01% of the 13F portfolio, value $1,686,425.

    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 27,894 shares
    Change vs previous 13F +4,463 shares

    <0.01% of the 13F portfolio, value $1,586,076.

    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 23,431 shares
    Change vs previous 13F +51 shares

    <0.01% of the 13F portfolio, value $1,445,245.

    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 23,380 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,357,669.

    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).