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Disclosery

LPL Financial LLC: CRSP position timeline

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

LPL Financial LLC held 153,581 CRSP 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 153,581 shares
    Change vs previous 13F +1,539 shares

    <0.01% of the 13F portfolio, value $8,376,280.

    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 152,042 shares
    Change vs previous 13F -18,789 shares

    <0.01% of the 13F portfolio, value $7,232,614.

    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 170,831 shares
    Change vs previous 13F -40,230 shares

    <0.01% of the 13F portfolio, value $8,958,351.

    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 211,061 shares
    Change vs previous 13F +16,482 shares

    <0.01% of the 13F portfolio, value $13,678,838.

    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 194,579 shares
    Change vs previous 13F +9,121 shares

    <0.01% of the 13F portfolio, value $9,464,304.

    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 185,458 shares
    Change vs previous 13F +35,732 shares

    <0.01% of the 13F portfolio, value $6,311,136.

    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 149,726 shares
    Change vs previous 13F +42,232 shares

    <0.01% of the 13F portfolio, value $5,893,215.

    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 107,494 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,050,068.

    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).