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Disclosery

LPL Financial LLC: CM position timeline

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

LPL Financial LLC held 80,224 CM 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 80,224 shares
    Change vs previous 13F +1,493 shares

    <0.01% of the 13F portfolio, value $9,225,788.

    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 78,731 shares
    Change vs previous 13F +1,471 shares

    <0.01% of the 13F portfolio, value $7,459,803.

    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 77,260 shares
    Change vs previous 13F -10,738 shares

    <0.01% of the 13F portfolio, value $7,000,477.

    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 87,998 shares
    Change vs previous 13F -233,408 shares

    <0.01% of the 13F portfolio, value $7,030,146.

    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 321,406 shares
    Change vs previous 13F +384 shares

    0.01% of the 13F portfolio, value $22,765,193.

    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 321,022 shares
    Change vs previous 13F -6,266 shares

    0.01% of the 13F portfolio, value $18,073,539.

    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 327,288 shares
    Change vs previous 13F -199,379 shares

    0.01% of the 13F portfolio, value $20,694,481.

    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 526,667 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $32,305,792.

    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).