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Disclosery

LPL Financial LLC: CMS position timeline

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

LPL Financial LLC held 504,221 CMS 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 504,221 shares
    Change vs previous 13F +46,218 shares

    0.01% of the 13F portfolio, value $38,572,917.

    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 458,003 shares
    Change vs previous 13F +17,377 shares

    0.01% of the 13F portfolio, value $35,531,907.

    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 440,626 shares
    Change vs previous 13F +5,098 shares

    0.01% of the 13F portfolio, value $30,812,946.

    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 435,528 shares
    Change vs previous 13F +29,140 shares

    0.01% of the 13F portfolio, value $31,906,781.

    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 406,388 shares
    Change vs previous 13F +30,390 shares

    0.01% of the 13F portfolio, value $28,154,563.

    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 375,998 shares
    Change vs previous 13F +118,848 shares

    0.01% of the 13F portfolio, value $28,241,257.

    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 257,150 shares
    Change vs previous 13F -17,292 shares

    0.01% of the 13F portfolio, value $17,139,033.

    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 274,442 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $19,383,824.

    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).