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Disclosery

LPL Financial LLC: CG position timeline

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

LPL Financial LLC held 164,482 CG 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 164,482 shares
    Change vs previous 13F -644,792 shares

    <0.01% of the 13F portfolio, value $6,926,331.

    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 809,274 shares
    Change vs previous 13F -120,499 shares

    0.01% of the 13F portfolio, value $39,160,800.

    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 929,773 shares
    Change vs previous 13F +83,388 shares

    0.02% of the 13F portfolio, value $54,958,880.

    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 846,385 shares
    Change vs previous 13F +687,105 shares

    0.02% of the 13F portfolio, value $53,068,319.

    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 159,280 shares
    Change vs previous 13F -14,365 shares

    <0.01% of the 13F portfolio, value $8,186,998.

    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 173,645 shares
    Change vs previous 13F +8,425 shares

    <0.01% of the 13F portfolio, value $7,569,163.

    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 165,220 shares
    Change vs previous 13F +43,865 shares

    <0.01% of the 13F portfolio, value $8,341,966.

    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 121,355 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,225,565.

    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).