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Disclosery

LPL Financial LLC: CPAY position timeline

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

LPL Financial LLC held 35,279 CPAY 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 35,279 shares
    Change vs previous 13F +20,892 shares

    <0.01% of the 13F portfolio, value $11,757,543.

    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 14,387 shares
    Change vs previous 13F +3,068 shares

    <0.01% of the 13F portfolio, value $4,186,570.

    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 11,319 shares
    Change vs previous 13F -608 shares

    <0.01% of the 13F portfolio, value $3,406,327.

    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 11,927 shares
    Change vs previous 13F -523 shares

    <0.01% of the 13F portfolio, value $3,435,788.

    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 12,450 shares
    Change vs previous 13F +1,617 shares

    <0.01% of the 13F portfolio, value $4,131,269.

    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 10,833 shares
    Change vs previous 13F +1,010 shares

    <0.01% of the 13F portfolio, value $3,777,800.

    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 9,823 shares
    Change vs previous 13F +1,620 shares

    <0.01% of the 13F portfolio, value $3,324,412.

    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 8,203 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,565,518.

    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).