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Disclosery

LPL Financial LLC: CGMM position timeline

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

LPL Financial LLC held 21,475,187 CGMM 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 21,475,187 shares
    Change vs previous 13F +8,256,733 shares

    0.16% of the 13F portfolio, value $708,036,916.

    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 13,218,454 shares
    Change vs previous 13F +10,263,390 shares

    0.1% of the 13F portfolio, value $388,093,805.

    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 2,955,064 shares
    Change vs previous 13F +967,841 shares

    0.02% of the 13F portfolio, value $85,224,047.

    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 1,987,223 shares
    Change vs previous 13F +1,651,516 shares

    0.02% of the 13F portfolio, value $56,417,272.

    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 335,707 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,023,804.

    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).