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Disclosery

LPL Financial LLC: COM position timeline

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

LPL Financial LLC held 101,833 COM 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 101,833 shares
    Change vs previous 13F -256,614 shares

    <0.01% of the 13F portfolio, value $3,319,756.

    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 358,447 shares
    Change vs previous 13F +299,992 shares

    <0.01% of the 13F portfolio, value $12,033,066.

    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 58,455 shares
    Change vs previous 13F -2,879 shares

    <0.01% of the 13F portfolio, value $1,729,092.

    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 61,334 shares
    Change vs previous 13F -1,040 shares

    <0.01% of the 13F portfolio, value $1,762,248.

    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 62,374 shares
    Change vs previous 13F -34,255 shares

    <0.01% of the 13F portfolio, value $1,725,275.

    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 96,629 shares
    Change vs previous 13F +13,062 shares

    <0.01% of the 13F portfolio, value $2,835,105.

    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 83,567 shares
    Change vs previous 13F +37,021 shares

    <0.01% of the 13F portfolio, value $2,366,617.

    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 46,546 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,337,732.

    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).