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Disclosery

LPL Financial LLC: CCD position timeline

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

LPL Financial LLC held 139,996 CCD 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 139,996 shares
    Change vs previous 13F -31,564 shares

    <0.01% of the 13F portfolio, value $3,607,709.

    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 171,560 shares
    Change vs previous 13F +23,931 shares

    <0.01% of the 13F portfolio, value $3,662,799.

    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 147,629 shares
    Change vs previous 13F -875 shares

    <0.01% of the 13F portfolio, value $3,079,538.

    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 148,504 shares
    Change vs previous 13F +30,039 shares

    <0.01% of the 13F portfolio, value $3,124,516.

    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 118,465 shares
    Change vs previous 13F -8,700 shares

    <0.01% of the 13F portfolio, value $2,388,889.

    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 127,165 shares
    Change vs previous 13F -29,518 shares

    <0.01% of the 13F portfolio, value $2,707,337.

    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 156,683 shares
    Change vs previous 13F -5,856 shares

    <0.01% of the 13F portfolio, value $3,808,181.

    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 162,539 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,128,486.

    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).