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Disclosery

LPL Financial LLC: CGSM position timeline

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

LPL Financial LLC held 2,710,268 CGSM 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 2,710,268 shares
    Change vs previous 13F +518,860 shares

    0.02% of the 13F portfolio, value $71,510,410.

    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 2,191,408 shares
    Change vs previous 13F +602,132 shares

    0.02% of the 13F portfolio, value $57,590,212.

    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 1,589,276 shares
    Change vs previous 13F +320,323 shares

    0.01% of the 13F portfolio, value $41,861,539.

    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 1,268,953 shares
    Change vs previous 13F +296,437 shares

    0.01% of the 13F portfolio, value $33,449,606.

    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 972,516 shares
    Change vs previous 13F +171,075 shares

    0.01% of the 13F portfolio, value $25,363,215.

    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 801,441 shares
    Change vs previous 13F +174,825 shares

    0.01% of the 13F portfolio, value $20,845,467.

    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 626,616 shares
    Change vs previous 13F +520,202 shares

    0.01% of the 13F portfolio, value $16,273,210.

    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 106,414 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,794,444.

    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).