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Disclosery

LPL Financial LLC: CFFN position timeline

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

LPL Financial LLC held 146,283 CFFN 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 146,283 shares
    Change vs previous 13F +1,430 shares

    <0.01% of the 13F portfolio, value $1,244,868.

    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 144,853 shares
    Change vs previous 13F +20,857 shares

    <0.01% of the 13F portfolio, value $1,032,805.

    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 123,996 shares
    Change vs previous 13F +2,345 shares

    <0.01% of the 13F portfolio, value $844,414.

    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 121,651 shares
    Change vs previous 13F +5,363 shares

    <0.01% of the 13F portfolio, value $772,484.

    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 116,288 shares
    Change vs previous 13F -8,079 shares

    <0.01% of the 13F portfolio, value $709,356.

    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 124,367 shares
    Change vs previous 13F +51,529 shares

    <0.01% of the 13F portfolio, value $696,453.

    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 72,838 shares
    Change vs previous 13F +541 shares

    <0.01% of the 13F portfolio, value $430,470.

    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 72,297 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $422,212.

    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).