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Disclosery

LPL Financial LLC: CHAT position timeline

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

LPL Financial LLC held 667,470 CHAT 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 667,470 shares
    Change vs previous 13F +129,347 shares

    0.01% of the 13F portfolio, value $65,865,909.

    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 538,123 shares
    Change vs previous 13F +16,996 shares

    0.01% of the 13F portfolio, value $33,282,875.

    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 521,127 shares
    Change vs previous 13F +171,895 shares

    0.01% of the 13F portfolio, value $30,725,656.

    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 349,232 shares
    Change vs previous 13F +66,582 shares

    0.01% of the 13F portfolio, value $21,477,768.

    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 282,650 shares
    Change vs previous 13F +36,213 shares

    <0.01% of the 13F portfolio, value $13,787,667.

    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 246,437 shares
    Change vs previous 13F +68,522 shares

    <0.01% of the 13F portfolio, value $8,588,329.

    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 177,915 shares
    Change vs previous 13F -1,964 shares

    <0.01% of the 13F portfolio, value $7,198,441.

    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 179,879 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,731,072.

    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).