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Disclosery

LPL Financial LLC: CGIC position timeline

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

LPL Financial LLC held 5,720,162 CGIC 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 5,720,162 shares
    Change vs previous 13F +727,112 shares

    0.05% of the 13F portfolio, value $208,156,700.

    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 4,993,050 shares
    Change vs previous 13F +2,214,945 shares

    0.04% of the 13F portfolio, value $165,319,881.

    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 2,778,105 shares
    Change vs previous 13F +1,363,726 shares

    0.02% of the 13F portfolio, value $90,288,400.

    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 1,414,379 shares
    Change vs previous 13F +535,322 shares

    0.01% of the 13F portfolio, value $43,577,019.

    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 879,057 shares
    Change vs previous 13F +639,499 shares

    0.01% of the 13F portfolio, value $25,589,349.

    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 239,558 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,223,717.

    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).