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Disclosery

LPL Financial LLC: CLIP position timeline

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

LPL Financial LLC held 1,909,378 CLIP 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 1,909,378 shares
    Change vs previous 13F +94,122 shares

    0.04% of the 13F portfolio, value $191,587,005.

    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 1,815,256 shares
    Change vs previous 13F +977,828 shares

    0.05% of the 13F portfolio, value $182,179,119.

    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 837,428 shares
    Change vs previous 13F -52,034 shares

    0.02% of the 13F portfolio, value $83,834,952.

    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 889,462 shares
    Change vs previous 13F +78,595 shares

    0.03% of the 13F portfolio, value $89,319,789.

    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 810,867 shares
    Change vs previous 13F +93,141 shares

    0.03% of the 13F portfolio, value $81,427,277.

    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 717,726 shares
    Change vs previous 13F +186,876 shares

    0.03% of the 13F portfolio, value $72,088,445.

    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 530,850 shares
    Change vs previous 13F +199,433 shares

    0.02% of the 13F portfolio, value $53,138,120.

    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 331,417 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $33,307,380.

    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).