Skip to content
Disclosery

LPL Financial LLC: CIK position timeline

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

LPL Financial LLC held 1,035,331 CIK 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 1,035,331 shares
    Change vs previous 13F -212,531 shares

    <0.01% of the 13F portfolio, value $2,567,620.

    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 1,247,862 shares
    Change vs previous 13F -158,778 shares

    <0.01% of the 13F portfolio, value $3,194,526.

    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 1,406,640 shares
    Change vs previous 13F -80,354 shares

    <0.01% of the 13F portfolio, value $3,980,790.

    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 1,486,994 shares
    Change vs previous 13F +35,562 shares

    <0.01% of the 13F portfolio, value $4,356,891.

    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 1,451,432 shares
    Change vs previous 13F +74,168 shares

    <0.01% of the 13F portfolio, value $4,296,239.

    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 1,377,264 shares
    Change vs previous 13F -247,440 shares

    <0.01% of the 13F portfolio, value $3,994,065.

    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 1,624,704 shares
    Change vs previous 13F +131,598 shares

    <0.01% of the 13F portfolio, value $4,695,394.

    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 1,493,106 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,613,699.

    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).