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Disclosery

LPL Financial LLC: CLM position timeline

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

LPL Financial LLC held 2,586,106 CLM 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 2,586,106 shares
    Change vs previous 13F +164,576 shares

    <0.01% of the 13F portfolio, value $19,550,958.

    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 2,421,530 shares
    Change vs previous 13F +619,212 shares

    <0.01% of the 13F portfolio, value $17,628,736.

    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 1,802,318 shares
    Change vs previous 13F +350,079 shares

    <0.01% of the 13F portfolio, value $15,067,380.

    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 1,452,239 shares
    Change vs previous 13F +89,940 shares

    <0.01% of the 13F portfolio, value $12,024,537.

    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 1,362,299 shares
    Change vs previous 13F +249,041 shares

    <0.01% of the 13F portfolio, value $11,061,868.

    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 1,113,258 shares
    Change vs previous 13F -193,227 shares

    <0.01% of the 13F portfolio, value $8,271,504.

    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 1,306,485 shares
    Change vs previous 13F +354,086 shares

    <0.01% of the 13F portfolio, value $11,222,707.

    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 952,399 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,314,422.

    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).