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Disclosery

LPL Financial LLC: CE position timeline

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

LPL Financial LLC held 30,470 CE 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 30,470 shares
    Change vs previous 13F +2,645 shares

    <0.01% of the 13F portfolio, value $1,401,633.

    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 27,825 shares
    Change vs previous 13F +1,481 shares

    <0.01% of the 13F portfolio, value $1,830,057.

    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 26,344 shares
    Change vs previous 13F -5,046 shares

    <0.01% of the 13F portfolio, value $1,113,835.

    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 31,390 shares
    Change vs previous 13F -3,172 shares

    <0.01% of the 13F portfolio, value $1,320,909.

    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 34,562 shares
    Change vs previous 13F -4,642 shares

    <0.01% of the 13F portfolio, value $1,912,297.

    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 39,204 shares
    Change vs previous 13F -7,681 shares

    <0.01% of the 13F portfolio, value $2,225,630.

    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 46,885 shares
    Change vs previous 13F -225,560 shares

    <0.01% of the 13F portfolio, value $3,244,888.

    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 272,445 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $37,041,651.

    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).