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Disclosery

LPL Financial LLC: CEF position timeline

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

LPL Financial LLC held 847,803 CEF 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 847,803 shares
    Change vs previous 13F -61,222 shares

    0.01% of the 13F portfolio, value $34,107,106.

    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 909,025 shares
    Change vs previous 13F -25,320 shares

    0.01% of the 13F portfolio, value $43,378,667.

    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 934,345 shares
    Change vs previous 13F +21,663 shares

    0.01% of the 13F portfolio, value $42,792,991.

    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 912,682 shares
    Change vs previous 13F +188,486 shares

    0.01% of the 13F portfolio, value $33,486,304.

    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 724,196 shares
    Change vs previous 13F +70,432 shares

    0.01% of the 13F portfolio, value $21,798,293.

    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 653,764 shares
    Change vs previous 13F +80,666 shares

    0.01% of the 13F portfolio, value $18,573,429.

    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 573,098 shares
    Change vs previous 13F -398,406 shares

    0.01% of the 13F portfolio, value $13,616,803.

    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 971,504 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $23,792,140.

    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).