Skip to content
Disclosery

LPL Financial LLC: CSV position timeline

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

LPL Financial LLC held 58,391 CSV 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 58,391 shares
    Change vs previous 13F -5,370 shares

    <0.01% of the 13F portfolio, value $2,238,724.

    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 63,761 shares
    Change vs previous 13F +825 shares

    <0.01% of the 13F portfolio, value $2,911,305.

    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 62,936 shares
    Change vs previous 13F +2,973 shares

    <0.01% of the 13F portfolio, value $2,662,205.

    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 59,963 shares
    Change vs previous 13F -1,413 shares

    <0.01% of the 13F portfolio, value $2,670,760.

    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 61,376 shares
    Change vs previous 13F -74,517 shares

    <0.01% of the 13F portfolio, value $2,807,351.

    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 135,893 shares
    Change vs previous 13F +74,193 shares

    <0.01% of the 13F portfolio, value $5,265,868.

    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 61,700 shares
    Change vs previous 13F +3,030 shares

    <0.01% of the 13F portfolio, value $2,458,755.

    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 58,670 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,926,143.

    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).