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LPL Financial LLC: CP position timeline

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

LPL Financial LLC held 269,673 CP 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 269,673 shares
    Change vs previous 13F +21,941 shares

    0.01% of the 13F portfolio, value $23,367,176.

    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 247,732 shares
    Change vs previous 13F +11,252 shares

    0.01% of the 13F portfolio, value $19,486,565.

    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 236,480 shares
    Change vs previous 13F +942 shares

    <0.01% of the 13F portfolio, value $17,412,006.

    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 235,538 shares
    Change vs previous 13F +1,161 shares

    0.01% of the 13F portfolio, value $17,545,218.

    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 234,377 shares
    Change vs previous 13F -2,907 shares

    0.01% of the 13F portfolio, value $18,579,103.

    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 237,284 shares
    Change vs previous 13F -20,791 shares

    0.01% of the 13F portfolio, value $16,659,757.

    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 258,075 shares
    Change vs previous 13F +66,125 shares

    0.01% of the 13F portfolio, value $18,676,866.

    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 191,950 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $16,419,377.

    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).