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Disclosery

LPL Financial LLC: COLD position timeline

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

LPL Financial LLC held 205,412 COLD 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 205,412 shares
    Change vs previous 13F -55,113 shares

    <0.01% of the 13F portfolio, value $3,229,076.

    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 260,525 shares
    Change vs previous 13F +68,717 shares

    <0.01% of the 13F portfolio, value $2,985,620.

    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 191,808 shares
    Change vs previous 13F +107,795 shares

    <0.01% of the 13F portfolio, value $2,466,654.

    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 84,013 shares
    Change vs previous 13F +38,742 shares

    <0.01% of the 13F portfolio, value $1,028,319.

    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 45,271 shares
    Change vs previous 13F -16,293 shares

    <0.01% of the 13F portfolio, value $752,852.

    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 61,564 shares
    Change vs previous 13F +4,264 shares

    <0.01% of the 13F portfolio, value $1,321,170.

    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 57,300 shares
    Change vs previous 13F +15,339 shares

    <0.01% of the 13F portfolio, value $1,226,212.

    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 41,961 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,186,234.

    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).