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Disclosery

LPL Financial LLC: CGMU position timeline

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

LPL Financial LLC held 11,590,616 CGMU 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 11,590,616 shares
    Change vs previous 13F +1,433,775 shares

    0.07% of the 13F portfolio, value $318,394,213.

    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 10,156,841 shares
    Change vs previous 13F +3,400,219 shares

    0.07% of the 13F portfolio, value $275,758,213.

    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 6,756,622 shares
    Change vs previous 13F +1,479,528 shares

    0.05% of the 13F portfolio, value $184,996,316.

    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 5,277,094 shares
    Change vs previous 13F +1,603,786 shares

    0.04% of the 13F portfolio, value $144,011,897.

    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 3,673,308 shares
    Change vs previous 13F +688,485 shares

    0.03% of the 13F portfolio, value $98,040,577.

    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 2,984,823 shares
    Change vs previous 13F +517,925 shares

    0.03% of the 13F portfolio, value $80,052,960.

    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 2,466,898 shares
    Change vs previous 13F +613,618 shares

    0.03% of the 13F portfolio, value $66,408,904.

    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 1,853,280 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $50,891,074.

    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).