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Disclosery

LPL Financial LLC: CDRE position timeline

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

LPL Financial LLC held 9,202 CDRE 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 9,202 shares
    Change vs previous 13F -8,614 shares

    <0.01% of the 13F portfolio, value $262,353.

    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 17,816 shares
    Change vs previous 13F +3,910 shares

    <0.01% of the 13F portfolio, value $546,594.

    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 13,906 shares
    Change vs previous 13F +1,635 shares

    <0.01% of the 13F portfolio, value $567,921.

    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 12,271 shares
    Change vs previous 13F +46 shares

    <0.01% of the 13F portfolio, value $448,018.

    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 12,225 shares
    Change vs previous 13F -287 shares

    <0.01% of the 13F portfolio, value $389,365.

    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 12,512 shares
    Change vs previous 13F +799 shares

    <0.01% of the 13F portfolio, value $370,468.

    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 11,713 shares
    Change vs previous 13F +1,520 shares

    <0.01% of the 13F portfolio, value $378,345.

    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 10,193 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $386,839.

    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).