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LPL Financial LLC: CLSE position timeline

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

LPL Financial LLC held 1,333,802 CLSE 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 1,333,802 shares
    Change vs previous 13F +627,254 shares

    0.01% of the 13F portfolio, value $45,529,320.

    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 706,548 shares
    Change vs previous 13F +10,490 shares

    0.01% of the 13F portfolio, value $19,882,254.

    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 696,058 shares
    Change vs previous 13F +86,762 shares

    0.01% of the 13F portfolio, value $19,023,253.

    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 609,296 shares
    Change vs previous 13F +37,797 shares

    <0.01% of the 13F portfolio, value $15,866,075.

    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 571,499 shares
    Change vs previous 13F -47,909 shares

    <0.01% of the 13F portfolio, value $13,355,920.

    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 619,408 shares
    Change vs previous 13F -100,705 shares

    0.01% of the 13F portfolio, value $13,385,404.

    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 720,113 shares
    Change vs previous 13F +278,036 shares

    0.01% of the 13F portfolio, value $16,497,794.

    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 442,077 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,845,055.

    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).