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Disclosery

LPL Financial LLC: CPAI position timeline

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

LPL Financial LLC held 632,834 CPAI 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 632,834 shares
    Change vs previous 13F +380,676 shares

    0.01% of the 13F portfolio, value $32,882,075.

    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 252,158 shares
    Change vs previous 13F +153,327 shares

    <0.01% of the 13F portfolio, value $10,537,703.

    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 98,831 shares
    Change vs previous 13F +17,948 shares

    <0.01% of the 13F portfolio, value $3,963,117.

    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 80,883 shares
    Change vs previous 13F +12,397 shares

    <0.01% of the 13F portfolio, value $3,194,312.

    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 68,486 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,546,699.

    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).