Skip to content
Disclosery

LPL Financial LLC: CGO position timeline

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

LPL Financial LLC held 212,238 CGO 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 212,238 shares
    Change vs previous 13F +3,439 shares

    <0.01% of the 13F portfolio, value $2,899,177.

    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 208,799 shares
    Change vs previous 13F -4,240 shares

    <0.01% of the 13F portfolio, value $2,328,109.

    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 213,039 shares
    Change vs previous 13F -12,590 shares

    <0.01% of the 13F portfolio, value $2,426,518.

    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 225,629 shares
    Change vs previous 13F -16,208 shares

    <0.01% of the 13F portfolio, value $2,716,578.

    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 241,837 shares
    Change vs previous 13F +10,062 shares

    <0.01% of the 13F portfolio, value $2,831,913.

    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 231,775 shares
    Change vs previous 13F +4,528 shares

    <0.01% of the 13F portfolio, value $2,394,233.

    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 227,247 shares
    Change vs previous 13F +4,205 shares

    <0.01% of the 13F portfolio, value $2,588,338.

    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 223,042 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,665,356.

    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).