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Disclosery

LPL Financial LLC: CDL position timeline

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

LPL Financial LLC held 156,681 CDL 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 156,681 shares
    Change vs previous 13F +4,235 shares

    <0.01% of the 13F portfolio, value $12,154,346.

    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 152,446 shares
    Change vs previous 13F -11,900 shares

    <0.01% of the 13F portfolio, value $11,359,625.

    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 164,346 shares
    Change vs previous 13F +9,770 shares

    <0.01% of the 13F portfolio, value $11,314,907.

    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 154,576 shares
    Change vs previous 13F +7,199 shares

    <0.01% of the 13F portfolio, value $10,756,623.

    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 147,377 shares
    Change vs previous 13F +11,729 shares

    <0.01% of the 13F portfolio, value $9,814,418.

    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 135,648 shares
    Change vs previous 13F +56,526 shares

    <0.01% of the 13F portfolio, value $9,290,540.

    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 79,122 shares
    Change vs previous 13F +10,514 shares

    <0.01% of the 13F portfolio, value $5,168,827.

    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 68,608 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,653,674.

    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).