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Disclosery

LPL Financial LLC: CII position timeline

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

LPL Financial LLC held 575,046 CII 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 575,046 shares
    Change vs previous 13F +743 shares

    <0.01% of the 13F portfolio, value $15,037,452.

    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 574,303 shares
    Change vs previous 13F +75,015 shares

    <0.01% of the 13F portfolio, value $12,071,857.

    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 499,288 shares
    Change vs previous 13F +4,691 shares

    <0.01% of the 13F portfolio, value $11,668,366.

    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 494,597 shares
    Change vs previous 13F +17,646 shares

    <0.01% of the 13F portfolio, value $11,375,730.

    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 476,951 shares
    Change vs previous 13F +36,226 shares

    <0.01% of the 13F portfolio, value $10,182,899.

    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 440,725 shares
    Change vs previous 13F +14,833 shares

    <0.01% of the 13F portfolio, value $8,140,186.

    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 425,892 shares
    Change vs previous 13F +9,944 shares

    <0.01% of the 13F portfolio, value $8,560,438.

    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 415,948 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,190,008.

    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).