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Disclosery

LPL Financial LLC: CPA position timeline

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

LPL Financial LLC held 30,555 CPA 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 30,555 shares
    Change vs previous 13F +3,043 shares

    <0.01% of the 13F portfolio, value $4,753,418.

    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 27,512 shares
    Change vs previous 13F -12,267 shares

    <0.01% of the 13F portfolio, value $3,125,584.

    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 39,779 shares
    Change vs previous 13F +5,958 shares

    <0.01% of the 13F portfolio, value $4,797,702.

    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 33,821 shares
    Change vs previous 13F +10,939 shares

    <0.01% of the 13F portfolio, value $4,018,662.

    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 22,882 shares
    Change vs previous 13F +17,156 shares

    <0.01% of the 13F portfolio, value $2,516,374.

    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 5,726 shares
    Change vs previous 13F +2,522 shares

    <0.01% of the 13F portfolio, value $529,471.

    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 3,204 shares
    Change vs previous 13F +132 shares

    <0.01% of the 13F portfolio, value $281,535.

    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 3,072 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $288,257.

    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).