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Disclosery

LPL Financial LLC: CHRD position timeline

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

LPL Financial LLC held 21,656 CHRD 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 21,656 shares
    Change vs previous 13F +1,036 shares

    <0.01% of the 13F portfolio, value $2,475,235.

    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 20,620 shares
    Change vs previous 13F +4,713 shares

    <0.01% of the 13F portfolio, value $2,931,730.

    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 15,907 shares
    Change vs previous 13F -19,991 shares

    <0.01% of the 13F portfolio, value $1,474,605.

    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 35,898 shares
    Change vs previous 13F +20,855 shares

    <0.01% of the 13F portfolio, value $3,567,161.

    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 15,043 shares
    Change vs previous 13F -7,058 shares

    <0.01% of the 13F portfolio, value $1,456,938.

    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 22,101 shares
    Change vs previous 13F -9,231 shares

    <0.01% of the 13F portfolio, value $2,491,168.

    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 31,332 shares
    Change vs previous 13F -28,657 shares

    <0.01% of the 13F portfolio, value $3,663,375.

    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 59,989 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,812,365.

    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).