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Disclosery

LPL Financial LLC: COLO position timeline

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

LPL Financial LLC held 143,082 COLO 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 143,082 shares
    Change vs previous 13F +21,121 shares

    <0.01% of the 13F portfolio, value $5,959,344.

    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 121,961 shares
    Change vs previous 13F -10,548 shares

    <0.01% of the 13F portfolio, value $4,824,757.

    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 132,509 shares
    Change vs previous 13F +5,718 shares

    <0.01% of the 13F portfolio, value $4,722,635.

    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 126,791 shares
    Change vs previous 13F -10,138 shares

    <0.01% of the 13F portfolio, value $4,162,561.

    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 136,929 shares
    Change vs previous 13F +79,507 shares

    <0.01% of the 13F portfolio, value $3,949,032.

    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 57,422 shares
    Change vs previous 13F +47,362 shares

    <0.01% of the 13F portfolio, value $1,579,115.

    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 10,060 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $229,367.

    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).