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Disclosery

LPL Financial LLC: CLPT position timeline

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

LPL Financial LLC held 68,391 CLPT 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 68,391 shares
    Change vs previous 13F +4,200 shares

    <0.01% of the 13F portfolio, value $1,220,095.

    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 64,191 shares
    Change vs previous 13F +6,984 shares

    <0.01% of the 13F portfolio, value $584,138.

    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 57,207 shares
    Change vs previous 13F +9,857 shares

    <0.01% of the 13F portfolio, value $782,592.

    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 47,350 shares
    Change vs previous 13F +628 shares

    <0.01% of the 13F portfolio, value $1,031,757.

    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 46,722 shares
    Change vs previous 13F +4,972 shares

    <0.01% of the 13F portfolio, value $557,861.

    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 41,750 shares
    Change vs previous 13F +1,500 shares

    <0.01% of the 13F portfolio, value $496,408.

    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 40,250 shares
    Change vs previous 13F +1,750 shares

    <0.01% of the 13F portfolio, value $619,045.

    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 38,500 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $431,585.

    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).