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Disclosery

LPL Financial LLC: COCO position timeline

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

LPL Financial LLC held 39,420 COCO 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 39,420 shares
    Change vs previous 13F +22,410 shares

    <0.01% of the 13F portfolio, value $2,607,239.

    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 17,010 shares
    Change vs previous 13F +922 shares

    <0.01% of the 13F portfolio, value $814,949.

    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 16,088 shares
    Change vs previous 13F +9,454 shares

    <0.01% of the 13F portfolio, value $852,825.

    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 6,634 shares
    Change vs previous 13F -338 shares

    <0.01% of the 13F portfolio, value $281,746.

    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 6,972 shares
    Change vs previous 13F -3,625 shares

    <0.01% of the 13F portfolio, value $251,689.

    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 10,597 shares
    Change vs previous 13F +4,242 shares

    <0.01% of the 13F portfolio, value $324,798.

    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 6,355 shares
    Change vs previous 13F -15,134 shares

    <0.01% of the 13F portfolio, value $234,563.

    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 21,489 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $608,354.

    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).