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Disclosery

LPL Financial LLC: CFO position timeline

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

LPL Financial LLC held 300,362 CFO 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 300,362 shares
    Change vs previous 13F -7,334 shares

    0.01% of the 13F portfolio, value $24,052,482.

    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 307,696 shares
    Change vs previous 13F -16,989 shares

    0.01% of the 13F portfolio, value $22,816,299.

    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 324,685 shares
    Change vs previous 13F -18,555 shares

    0.01% of the 13F portfolio, value $23,975,976.

    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 343,240 shares
    Change vs previous 13F -6,530 shares

    0.01% of the 13F portfolio, value $25,327,846.

    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 349,770 shares
    Change vs previous 13F -3,691 shares

    0.01% of the 13F portfolio, value $24,935,108.

    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 353,461 shares
    Change vs previous 13F -6,903 shares

    0.01% of the 13F portfolio, value $24,215,587.

    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 360,364 shares
    Change vs previous 13F -10,093 shares

    0.01% of the 13F portfolio, value $24,843,501.

    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 370,457 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $25,854,225.

    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).