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Disclosery

LPL Financial LLC: CPZ position timeline

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

LPL Financial LLC held 309,510 CPZ 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 309,510 shares
    Change vs previous 13F +46,994 shares

    <0.01% of the 13F portfolio, value $4,048,387.

    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 262,516 shares
    Change vs previous 13F +21,438 shares

    <0.01% of the 13F portfolio, value $3,562,343.

    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 241,078 shares
    Change vs previous 13F +23,293 shares

    <0.01% of the 13F portfolio, value $3,524,553.

    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 217,785 shares
    Change vs previous 13F +62,354 shares

    <0.01% of the 13F portfolio, value $3,519,402.

    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 155,431 shares
    Change vs previous 13F +41,685 shares

    <0.01% of the 13F portfolio, value $2,522,637.

    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 113,746 shares
    Change vs previous 13F -569 shares

    <0.01% of the 13F portfolio, value $1,769,888.

    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 114,315 shares
    Change vs previous 13F +1,538 shares

    <0.01% of the 13F portfolio, value $1,695,293.

    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 112,777 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,769,253.

    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).