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Disclosery

LPL Financial LLC: CPSD position timeline

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

LPL Financial LLC held 45,525 CPSD 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 45,525 shares
    Change vs previous 13F +1,435 shares

    <0.01% of the 13F portfolio, value $1,215,290.

    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 44,090 shares
    Change vs previous 13F -1,624 shares

    <0.01% of the 13F portfolio, value $1,142,610.

    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 45,714 shares
    Change vs previous 13F -276 shares

    <0.01% of the 13F portfolio, value $1,189,707.

    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 45,990 shares
    Change vs previous 13F -5,207 shares

    <0.01% of the 13F portfolio, value $1,174,341.

    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 51,197 shares
    Change vs previous 13F +510 shares

    <0.01% of the 13F portfolio, value $1,269,952.

    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 50,687 shares
    Change vs previous 13F +8,112 shares

    <0.01% of the 13F portfolio, value $1,211,252.

    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 42,575 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,029,464.

    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).