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LPL Financial LLC: CGDV position timeline

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

LPL Financial LLC held 81,072,273 CGDV 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 81,072,273 shares
    Change vs previous 13F +9,221,800 shares

    0.9% of the 13F portfolio, value $3,995,241,492.

    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 71,850,473 shares
    Change vs previous 13F +8,359,833 shares

    0.81% of the 13F portfolio, value $3,056,519,021.

    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 63,490,640 shares
    Change vs previous 13F +10,904,954 shares

    0.76% of the 13F portfolio, value $2,770,731,416.

    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 52,585,686 shares
    Change vs previous 13F +9,725,490 shares

    0.65% of the 13F portfolio, value $2,210,176,311.

    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 42,860,196 shares
    Change vs previous 13F +13,408,161 shares

    0.57% of the 13F portfolio, value $1,692,549,110.

    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 29,452,035 shares
    Change vs previous 13F +7,468,408 shares

    0.41% of the 13F portfolio, value $1,049,670,493.

    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 21,983,627 shares
    Change vs previous 13F +5,814,581 shares

    0.32% of the 13F portfolio, value $775,142,662.

    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 16,169,046 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $589,200,039.

    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).