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Disclosery

LPL Financial LLC: CQQQ position timeline

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

LPL Financial LLC held 47,240 CQQQ 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 47,240 shares
    Change vs previous 13F +16,323 shares

    <0.01% of the 13F portfolio, value $2,694,099.

    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 30,917 shares
    Change vs previous 13F -29,622 shares

    <0.01% of the 13F portfolio, value $1,422,802.

    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 60,539 shares
    Change vs previous 13F +20,884 shares

    <0.01% of the 13F portfolio, value $3,148,003.

    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 39,655 shares
    Change vs previous 13F +13,234 shares

    <0.01% of the 13F portfolio, value $2,340,014.

    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 26,421 shares
    Change vs previous 13F -35,481 shares

    <0.01% of the 13F portfolio, value $1,169,139.

    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 61,902 shares
    Change vs previous 13F +6,598 shares

    <0.01% of the 13F portfolio, value $2,742,860.

    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 55,304 shares
    Change vs previous 13F +5,052 shares

    <0.01% of the 13F portfolio, value $2,177,889.

    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 50,252 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,072,906.

    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).