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Disclosery

LPL Financial LLC: CDX position timeline

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

LPL Financial LLC held 367,962 CDX 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 367,962 shares
    Change vs previous 13F -218,689 shares

    <0.01% of the 13F portfolio, value $7,771,357.

    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 586,651 shares
    Change vs previous 13F -138,531 shares

    <0.01% of the 13F portfolio, value $12,519,140.

    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 725,182 shares
    Change vs previous 13F -71,077 shares

    <0.01% of the 13F portfolio, value $16,149,806.

    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 796,259 shares
    Change vs previous 13F +374,656 shares

    0.01% of the 13F portfolio, value $18,242,300.

    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 421,603 shares
    Change vs previous 13F +388,996 shares

    <0.01% of the 13F portfolio, value $9,831,788.

    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 32,607 shares
    Change vs previous 13F +6,754 shares

    <0.01% of the 13F portfolio, value $747,994.

    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 25,853 shares
    Change vs previous 13F +5,196 shares

    <0.01% of the 13F portfolio, value $563,855.

    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 20,657 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $490,330.

    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).