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Disclosery

LPL Financial LLC: CGUS position timeline

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

LPL Financial LLC held 32,330,461 CGUS 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 32,330,461 shares
    Change vs previous 13F +4,276,702 shares

    0.32% of the 13F portfolio, value $1,438,058,880.

    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 28,053,759 shares
    Change vs previous 13F +4,319,582 shares

    0.29% of the 13F portfolio, value $1,077,825,405.

    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 23,734,177 shares
    Change vs previous 13F +3,824,999 shares

    0.26% of the 13F portfolio, value $954,825,915.

    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 19,909,178 shares
    Change vs previous 13F +3,722,295 shares

    0.23% of the 13F portfolio, value $787,208,859.

    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 16,186,883 shares
    Change vs previous 13F +1,349,921 shares

    0.2% of the 13F portfolio, value $597,781,564.

    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 14,836,962 shares
    Change vs previous 13F +5,611,806 shares

    0.19% of the 13F portfolio, value $495,554,506.

    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 9,225,156 shares
    Change vs previous 13F +2,556,396 shares

    0.13% of the 13F portfolio, value $322,603,704.

    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 6,668,760 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $228,605,070.

    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).