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LPL Financial LLC: COST position timeline

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

LPL Financial LLC held 1,145,398 COST 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 1,145,398 shares
    Change vs previous 13F +32,276 shares

    0.24% of the 13F portfolio, value $1,071,485,881.

    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 1,113,122 shares
    Change vs previous 13F +46,785 shares

    0.29% of the 13F portfolio, value $1,109,147,967.

    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 1,066,337 shares
    Change vs previous 13F -16,437 shares

    0.25% of the 13F portfolio, value $919,545,043.

    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 1,082,774 shares
    Change vs previous 13F +10,395 shares

    0.29% of the 13F portfolio, value $1,002,248,099.

    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 1,072,379 shares
    Change vs previous 13F +97,002 shares

    0.35% of the 13F portfolio, value $1,061,590,422.

    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 975,377 shares
    Change vs previous 13F +61,632 shares

    0.36% of the 13F portfolio, value $922,491,826.

    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 913,745 shares
    Change vs previous 13F +94,938 shares

    0.34% of the 13F portfolio, value $837,237,037.

    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 818,807 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $725,887,987.

    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).