Skip to content
Disclosery

LPL Financial LLC: CPT position timeline

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

LPL Financial LLC held 38,533 CPT 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 38,533 shares
    Change vs previous 13F +9,639 shares

    <0.01% of the 13F portfolio, value $4,411,708.

    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 28,894 shares
    Change vs previous 13F -2,100 shares

    <0.01% of the 13F portfolio, value $2,821,840.

    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 30,994 shares
    Change vs previous 13F -1,936 shares

    <0.01% of the 13F portfolio, value $3,411,757.

    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 32,930 shares
    Change vs previous 13F -817 shares

    <0.01% of the 13F portfolio, value $3,516,196.

    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 33,747 shares
    Change vs previous 13F +2,090 shares

    <0.01% of the 13F portfolio, value $3,802,938.

    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 31,657 shares
    Change vs previous 13F -916 shares

    <0.01% of the 13F portfolio, value $3,871,564.

    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 32,573 shares
    Change vs previous 13F +3,974 shares

    <0.01% of the 13F portfolio, value $3,779,752.

    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 28,599 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,532,768.

    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).