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LPL Financial LLC: CHRW position timeline

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

LPL Financial LLC held 122,260 CHRW 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 122,260 shares
    Change vs previous 13F +9,977 shares

    0.01% of the 13F portfolio, value $23,026,371.

    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 112,283 shares
    Change vs previous 13F +28,557 shares

    <0.01% of the 13F portfolio, value $18,646,772.

    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 83,726 shares
    Change vs previous 13F +9,163 shares

    <0.01% of the 13F portfolio, value $13,459,798.

    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 74,563 shares
    Change vs previous 13F +5,823 shares

    <0.01% of the 13F portfolio, value $9,872,177.

    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 68,740 shares
    Change vs previous 13F +7,668 shares

    <0.01% of the 13F portfolio, value $6,595,564.

    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 61,072 shares
    Change vs previous 13F +5,424 shares

    <0.01% of the 13F portfolio, value $6,253,727.

    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 55,648 shares
    Change vs previous 13F +3,047 shares

    <0.01% of the 13F portfolio, value $5,749,540.

    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 52,601 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,805,594.

    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).