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Disclosery

LPL Financial LLC: CRF position timeline

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

LPL Financial LLC held 2,099,602 CRF 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 2,099,602 shares
    Change vs previous 13F +120,509 shares

    <0.01% of the 13F portfolio, value $15,075,142.

    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 1,979,093 shares
    Change vs previous 13F +93,426 shares

    <0.01% of the 13F portfolio, value $13,754,694.

    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 1,885,667 shares
    Change vs previous 13F +105,444 shares

    <0.01% of the 13F portfolio, value $15,104,188.

    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 1,780,223 shares
    Change vs previous 13F +122,928 shares

    <0.01% of the 13F portfolio, value $14,312,994.

    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 1,657,295 shares
    Change vs previous 13F +450,881 shares

    <0.01% of the 13F portfolio, value $12,844,037.

    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 1,206,414 shares
    Change vs previous 13F +67,404 shares

    <0.01% of the 13F portfolio, value $8,662,053.

    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 1,139,010 shares
    Change vs previous 13F +89,538 shares

    <0.01% of the 13F portfolio, value $9,897,992.

    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 1,049,472 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,490,228.

    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).