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Disclosery

LPL Financial LLC: CTA position timeline

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

LPL Financial LLC held 1,475,530 CTA 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 1,475,530 shares
    Change vs previous 13F +421,789 shares

    0.01% of the 13F portfolio, value $38,275,229.

    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 1,053,741 shares
    Change vs previous 13F -18,602 shares

    0.01% of the 13F portfolio, value $31,844,050.

    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 1,072,343 shares
    Change vs previous 13F +239,712 shares

    0.01% of the 13F portfolio, value $29,232,069.

    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 832,631 shares
    Change vs previous 13F -20,936 shares

    0.01% of the 13F portfolio, value $23,288,677.

    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 853,567 shares
    Change vs previous 13F +109,654 shares

    0.01% of the 13F portfolio, value $22,824,374.

    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 743,913 shares
    Change vs previous 13F +323,572 shares

    0.01% of the 13F portfolio, value $22,019,830.

    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 420,341 shares
    Change vs previous 13F +93,967 shares

    <0.01% of the 13F portfolio, value $11,723,315.

    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 326,374 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,485,727.

    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).