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Disclosery

LPL Financial LLC: CLMB position timeline

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

LPL Financial LLC held 56,800 CLMB 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 56,800 shares
    Change vs previous 13F -3,912 shares

    <0.01% of the 13F portfolio, value $1,318,323.

    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 60,712 shares
    Change vs previous 13F +49,820 shares

    <0.01% of the 13F portfolio, value $1,203,306.

    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 10,892 shares
    Change vs previous 13F +745 shares

    <0.01% of the 13F portfolio, value $1,119,628.

    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 10,147 shares
    Change vs previous 13F +1,004 shares

    <0.01% of the 13F portfolio, value $1,368,199.

    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 9,143 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $977,472.

    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 9,119 shares
    Change vs previous 13F +496 shares

    <0.01% of the 13F portfolio, value $1,010,075.

    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 8,623 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,092,971.

    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).