Skip to content
Disclosery

LPL Financial LLC: CEFS position timeline

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

LPL Financial LLC held 423,147 CEFS 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 423,147 shares
    Change vs previous 13F +22,655 shares

    <0.01% of the 13F portfolio, value $10,849,476.

    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 400,492 shares
    Change vs previous 13F -5,082 shares

    <0.01% of the 13F portfolio, value $9,031,098.

    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 405,574 shares
    Change vs previous 13F -35,662 shares

    <0.01% of the 13F portfolio, value $9,344,414.

    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 441,236 shares
    Change vs previous 13F +14,553 shares

    <0.01% of the 13F portfolio, value $10,046,944.

    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 426,683 shares
    Change vs previous 13F +12,164 shares

    <0.01% of the 13F portfolio, value $9,489,421.

    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 414,519 shares
    Change vs previous 13F -15,567 shares

    <0.01% of the 13F portfolio, value $8,841,682.

    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 430,086 shares
    Change vs previous 13F -68,688 shares

    <0.01% of the 13F portfolio, value $9,212,434.

    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 498,774 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,097,728.

    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).