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Disclosery

LPL Financial LLC: CDP position timeline

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

LPL Financial LLC held 26,266 CDP 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 26,266 shares
    Change vs previous 13F -37 shares

    <0.01% of the 13F portfolio, value $955,827.

    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 26,303 shares
    Change vs previous 13F -17,439 shares

    <0.01% of the 13F portfolio, value $804,858.

    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 43,742 shares
    Change vs previous 13F -215 shares

    <0.01% of the 13F portfolio, value $1,216,027.

    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 43,957 shares
    Change vs previous 13F -969 shares

    <0.01% of the 13F portfolio, value $1,277,393.

    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 44,926 shares
    Change vs previous 13F -3,626 shares

    <0.01% of the 13F portfolio, value $1,239,065.

    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 48,552 shares
    Change vs previous 13F -609 shares

    <0.01% of the 13F portfolio, value $1,324,011.

    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 49,161 shares
    Change vs previous 13F -862 shares

    <0.01% of the 13F portfolio, value $1,521,536.

    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 50,023 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,517,185.

    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).