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LPL Financial LLC: CPLS position timeline

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

LPL Financial LLC held 1,646,549 CPLS 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 1,646,549 shares
    Change vs previous 13F +119,390 shares

    0.01% of the 13F portfolio, value $57,880,286.

    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 1,527,159 shares
    Change vs previous 13F +227,762 shares

    0.01% of the 13F portfolio, value $53,866,254.

    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 1,299,397 shares
    Change vs previous 13F +47,674 shares

    0.01% of the 13F portfolio, value $46,180,586.

    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 1,251,723 shares
    Change vs previous 13F +814,109 shares

    0.01% of the 13F portfolio, value $44,936,855.

    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 437,614 shares
    Change vs previous 13F -7,325 shares

    0.01% of the 13F portfolio, value $15,529,156.

    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 444,939 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $15,730,798.

    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).