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Disclosery

LPL Financial LLC: CMP position timeline

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

LPL Financial LLC held 10,406 CMP 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 10,406 shares
    Change vs previous 13F -18,729 shares

    <0.01% of the 13F portfolio, value $323,938.

    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 29,135 shares
    Change vs previous 13F +11,387 shares

    <0.01% of the 13F portfolio, value $680,303.

    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 17,748 shares
    Change vs previous 13F -2,903 shares

    <0.01% of the 13F portfolio, value $348,573.

    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 20,651 shares
    Change vs previous 13F -34 shares

    <0.01% of the 13F portfolio, value $396,498.

    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 20,685 shares
    Change vs previous 13F -3,668 shares

    <0.01% of the 13F portfolio, value $415,564.

    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 24,353 shares
    Change vs previous 13F -2,129 shares

    <0.01% of the 13F portfolio, value $226,243.

    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 26,482 shares
    Change vs previous 13F -263 shares

    <0.01% of the 13F portfolio, value $297,919.

    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 26,745 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $321,473.

    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).