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Disclosery

LPL Financial LLC: COFS position timeline

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

LPL Financial LLC held 52,492 COFS 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 52,492 shares
    Change vs previous 13F -491 shares

    <0.01% of the 13F portfolio, value $1,784,743.

    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 52,983 shares
    Change vs previous 13F -336 shares

    <0.01% of the 13F portfolio, value $1,489,886.

    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 53,319 shares
    Change vs previous 13F +32,472 shares

    <0.01% of the 13F portfolio, value $1,573,966.

    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 20,847 shares
    Change vs previous 13F +751 shares

    <0.01% of the 13F portfolio, value $603,731.

    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 20,096 shares
    Change vs previous 13F -70 shares

    <0.01% of the 13F portfolio, value $576,758.

    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 20,166 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $580,179.

    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 20,156 shares
    Change vs previous 13F +1,077 shares

    <0.01% of the 13F portfolio, value $718,346.

    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 19,079 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $589,738.

    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).