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Disclosery

LPL Financial LLC: CPTL position timeline

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

LPL Financial LLC held 86,796 CPTL 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 86,796 shares
    Change vs previous 13F +2,033 shares

    <0.01% of the 13F portfolio, value $4,077,807.

    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 84,763 shares
    Change vs previous 13F +569 shares

    <0.01% of the 13F portfolio, value $3,521,657.

    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 84,194 shares
    Change vs previous 13F -1,615 shares

    <0.01% of the 13F portfolio, value $3,655,798.

    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 85,809 shares
    Change vs previous 13F +8,045 shares

    <0.01% of the 13F portfolio, value $3,702,275.

    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 77,764 shares
    Change vs previous 13F -1,954 shares

    <0.01% of the 13F portfolio, value $3,140,106.

    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 79,718 shares
    Change vs previous 13F -5,269 shares

    <0.01% of the 13F portfolio, value $2,971,104.

    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 84,987 shares
    Change vs previous 13F +6,114 shares

    <0.01% of the 13F portfolio, value $3,322,135.

    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 78,873 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,087,070.

    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).