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Disclosery

LPL Financial LLC: CGMS position timeline

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

LPL Financial LLC held 21,684,661 CGMS 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 21,684,661 shares
    Change vs previous 13F +2,781,841 shares

    0.13% of the 13F portfolio, value $592,641,728.

    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 18,902,820 shares
    Change vs previous 13F +3,535,981 shares

    0.14% of the 13F portfolio, value $514,723,759.

    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 15,366,839 shares
    Change vs previous 13F +3,616,255 shares

    0.12% of the 13F portfolio, value $424,432,068.

    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 11,750,584 shares
    Change vs previous 13F +1,807,429 shares

    0.1% of the 13F portfolio, value $326,078,667.

    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 9,943,155 shares
    Change vs previous 13F +1,768,047 shares

    0.09% of the 13F portfolio, value $274,629,907.

    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 8,175,108 shares
    Change vs previous 13F +2,729,762 shares

    0.09% of the 13F portfolio, value $223,180,427.

    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 5,445,346 shares
    Change vs previous 13F +2,245,608 shares

    0.06% of the 13F portfolio, value $148,549,027.

    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 3,199,738 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $89,080,696.

    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).