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Disclosery

LPL Financial LLC: CLS position timeline

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

LPL Financial LLC held 267,912 CLS 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 267,912 shares
    Change vs previous 13F +8,315 shares

    0.02% of the 13F portfolio, value $97,734,279.

    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 259,597 shares
    Change vs previous 13F +16,196 shares

    0.02% of the 13F portfolio, value $73,123,213.

    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 243,401 shares
    Change vs previous 13F +8,301 shares

    0.02% of the 13F portfolio, value $71,951,696.

    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 235,100 shares
    Change vs previous 13F +28,127 shares

    0.02% of the 13F portfolio, value $57,923,876.

    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 206,973 shares
    Change vs previous 13F +48,671 shares

    0.01% of the 13F portfolio, value $32,310,555.

    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 158,302 shares
    Change vs previous 13F +3,931 shares

    <0.01% of the 13F portfolio, value $12,475,781.

    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 154,371 shares
    Change vs previous 13F +50,190 shares

    0.01% of the 13F portfolio, value $14,248,443.

    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 104,181 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,325,733.

    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).