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Disclosery

LPL Financial LLC: CDC position timeline

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

LPL Financial LLC held 500,277 CDC 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 500,277 shares
    Change vs previous 13F -20,061 shares

    0.01% of the 13F portfolio, value $37,205,788.

    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 520,338 shares
    Change vs previous 13F -18,505 shares

    0.01% of the 13F portfolio, value $37,167,255.

    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 538,843 shares
    Change vs previous 13F -37,044 shares

    0.01% of the 13F portfolio, value $35,504,341.

    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 575,887 shares
    Change vs previous 13F -23,632 shares

    0.01% of the 13F portfolio, value $38,434,670.

    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 599,519 shares
    Change vs previous 13F -17,883 shares

    0.01% of the 13F portfolio, value $38,195,376.

    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 617,402 shares
    Change vs previous 13F -61,452 shares

    0.02% of the 13F portfolio, value $40,575,632.

    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 678,854 shares
    Change vs previous 13F -14,264 shares

    0.02% of the 13F portfolio, value $42,482,703.

    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 693,118 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $45,045,756.

    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).