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Disclosery

LPL Financial LLC: CPER position timeline

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

LPL Financial LLC held 256,887 CPER 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 256,887 shares
    Change vs previous 13F -18,579 shares

    <0.01% of the 13F portfolio, value $9,692,347.

    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 275,466 shares
    Change vs previous 13F +13,960 shares

    <0.01% of the 13F portfolio, value $9,484,294.

    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 261,506 shares
    Change vs previous 13F +130,916 shares

    <0.01% of the 13F portfolio, value $9,142,259.

    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 130,590 shares
    Change vs previous 13F -27,590 shares

    <0.01% of the 13F portfolio, value $3,917,685.

    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 158,180 shares
    Change vs previous 13F +25,409 shares

    <0.01% of the 13F portfolio, value $5,004,799.

    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 132,771 shares
    Change vs previous 13F +69,061 shares

    <0.01% of the 13F portfolio, value $4,195,548.

    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 63,710 shares
    Change vs previous 13F -24,431 shares

    <0.01% of the 13F portfolio, value $1,602,931.

    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 88,141 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,498,783.

    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).