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Disclosery

LPL Financial LLC: CEV position timeline

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

LPL Financial LLC held 134,772 CEV 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 134,772 shares
    Change vs previous 13F +254 shares

    <0.01% of the 13F portfolio, value $1,417,806.

    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 134,518 shares
    Change vs previous 13F -6,167 shares

    <0.01% of the 13F portfolio, value $1,353,920.

    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 140,685 shares
    Change vs previous 13F +36,248 shares

    <0.01% of the 13F portfolio, value $1,412,475.

    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 104,437 shares
    Change vs previous 13F +35,778 shares

    <0.01% of the 13F portfolio, value $1,052,729.

    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 68,659 shares
    Change vs previous 13F +19,210 shares

    <0.01% of the 13F portfolio, value $664,961.

    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 49,449 shares
    Change vs previous 13F +13,082 shares

    <0.01% of the 13F portfolio, value $495,480.

    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 36,367 shares
    Change vs previous 13F -22,628 shares

    <0.01% of the 13F portfolio, value $365,125.

    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 58,995 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $641,273.

    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).