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Disclosery

LPL Financial LLC: CFG position timeline

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

LPL Financial LLC held 504,589 CFG 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 504,589 shares
    Change vs previous 13F -42,337 shares

    0.01% of the 13F portfolio, value $35,356,518.

    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 546,926 shares
    Change vs previous 13F +8,661 shares

    0.01% of the 13F portfolio, value $32,799,119.

    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 538,265 shares
    Change vs previous 13F +74,547 shares

    0.01% of the 13F portfolio, value $31,440,044.

    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 463,718 shares
    Change vs previous 13F +54,033 shares

    0.01% of the 13F portfolio, value $24,651,245.

    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 409,685 shares
    Change vs previous 13F +3,888 shares

    0.01% of the 13F portfolio, value $18,333,383.

    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 405,797 shares
    Change vs previous 13F +13,380 shares

    0.01% of the 13F portfolio, value $16,625,502.

    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 392,417 shares
    Change vs previous 13F +8,321 shares

    0.01% of the 13F portfolio, value $17,172,152.

    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 384,096 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $15,774,829.

    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).