Skip to content
Disclosery

LPL Financial LLC: CPB position timeline

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

LPL Financial LLC held 432,457 CPB 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 432,457 shares
    Change vs previous 13F +167,386 shares

    <0.01% of the 13F portfolio, value $9,630,809.

    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 265,071 shares
    Change vs previous 13F +29,088 shares

    <0.01% of the 13F portfolio, value $5,903,119.

    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 235,983 shares
    Change vs previous 13F +76,845 shares

    <0.01% of the 13F portfolio, value $6,576,847.

    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 159,138 shares
    Change vs previous 13F +51,605 shares

    <0.01% of the 13F portfolio, value $5,025,559.

    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 107,533 shares
    Change vs previous 13F +2,630 shares

    <0.01% of the 13F portfolio, value $3,295,888.

    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 104,903 shares
    Change vs previous 13F -3,612 shares

    <0.01% of the 13F portfolio, value $4,187,738.

    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 108,515 shares
    Change vs previous 13F +27,281 shares

    <0.01% of the 13F portfolio, value $4,544,626.

    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 81,234 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,973,974.

    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).