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Disclosery

LPL Financial LLC: CRS position timeline

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

LPL Financial LLC held 186,104 CRS 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 186,104 shares
    Change vs previous 13F +11,581 shares

    0.03% of the 13F portfolio, value $114,796,346.

    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 174,523 shares
    Change vs previous 13F +43,789 shares

    0.02% of the 13F portfolio, value $68,788,278.

    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 130,734 shares
    Change vs previous 13F -1,400 shares

    0.01% of the 13F portfolio, value $41,160,263.

    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 132,134 shares
    Change vs previous 13F +67,980 shares

    0.01% of the 13F portfolio, value $32,444,230.

    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 64,154 shares
    Change vs previous 13F +9,628 shares

    0.01% of the 13F portfolio, value $17,730,866.

    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 54,526 shares
    Change vs previous 13F +13,857 shares

    <0.01% of the 13F portfolio, value $9,879,103.

    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 40,669 shares
    Change vs previous 13F +7,219 shares

    <0.01% of the 13F portfolio, value $6,901,865.

    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 33,450 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,337,895.

    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).