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Disclosery

LPL Financial LLC: CFA position timeline

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

LPL Financial LLC held 118,900 CFA 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 118,900 shares
    Change vs previous 13F -2,010 shares

    <0.01% of the 13F portfolio, value $11,747,270.

    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 120,910 shares
    Change vs previous 13F +3,540 shares

    <0.01% of the 13F portfolio, value $11,060,772.

    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 117,370 shares
    Change vs previous 13F +1,212 shares

    <0.01% of the 13F portfolio, value $10,681,757.

    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 116,158 shares
    Change vs previous 13F -3,001 shares

    <0.01% of the 13F portfolio, value $10,568,118.

    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 119,159 shares
    Change vs previous 13F -1,281 shares

    <0.01% of the 13F portfolio, value $10,481,264.

    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 120,440 shares
    Change vs previous 13F -2,304 shares

    <0.01% of the 13F portfolio, value $10,169,904.

    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 122,744 shares
    Change vs previous 13F +6,615 shares

    <0.01% of the 13F portfolio, value $10,422,157.

    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 116,129 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,004,065.

    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).