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LPL Financial LLC: CSHI position timeline

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

LPL Financial LLC held 685,494 CSHI 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 685,494 shares
    Change vs previous 13F +267,522 shares

    0.01% of the 13F portfolio, value $34,144,454.

    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 417,972 shares
    Change vs previous 13F +93,002 shares

    0.01% of the 13F portfolio, value $20,806,665.

    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 324,970 shares
    Change vs previous 13F +4,005 shares

    <0.01% of the 13F portfolio, value $16,160,753.

    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 320,965 shares
    Change vs previous 13F -93,964 shares

    <0.01% of the 13F portfolio, value $15,959,346.

    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 414,929 shares
    Change vs previous 13F +95,259 shares

    0.01% of the 13F portfolio, value $20,634,394.

    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 319,670 shares
    Change vs previous 13F +150,191 shares

    0.01% of the 13F portfolio, value $15,865,215.

    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 169,479 shares
    Change vs previous 13F +30,047 shares

    <0.01% of the 13F portfolio, value $8,443,427.

    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 139,432 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,943,728.

    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).