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Disclosery

LPL Financial LLC: CI position timeline

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

LPL Financial LLC held 258,854 CI 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 258,854 shares
    Change vs previous 13F +20,724 shares

    0.02% of the 13F portfolio, value $71,360,823.

    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 238,130 shares
    Change vs previous 13F -2,319 shares

    0.02% of the 13F portfolio, value $63,520,939.

    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 240,449 shares
    Change vs previous 13F -14,831 shares

    0.02% of the 13F portfolio, value $66,178,758.

    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 255,280 shares
    Change vs previous 13F +33,274 shares

    0.02% of the 13F portfolio, value $73,584,249.

    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 222,006 shares
    Change vs previous 13F +14,980 shares

    0.02% of the 13F portfolio, value $73,390,631.

    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 207,026 shares
    Change vs previous 13F +25,588 shares

    0.03% of the 13F portfolio, value $68,111,488.

    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 181,438 shares
    Change vs previous 13F +24,578 shares

    0.02% of the 13F portfolio, value $50,102,101.

    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 156,860 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $54,342,447.

    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).