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Disclosery

LPL Financial LLC: CTOS position timeline

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

LPL Financial LLC held 61,935 CTOS 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 61,935 shares
    Change vs previous 13F -5,876 shares

    <0.01% of the 13F portfolio, value $731,446.

    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 67,811 shares
    Change vs previous 13F +2,265 shares

    <0.01% of the 13F portfolio, value $445,515.

    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 65,546 shares
    Change vs previous 13F +4,620 shares

    <0.01% of the 13F portfolio, value $377,542.

    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 60,926 shares
    Change vs previous 13F +3,961 shares

    <0.01% of the 13F portfolio, value $391,142.

    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 56,965 shares
    Change vs previous 13F +5,401 shares

    <0.01% of the 13F portfolio, value $281,405.

    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 51,564 shares
    Change vs previous 13F +4,662 shares

    <0.01% of the 13F portfolio, value $217,598.

    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 46,902 shares
    Change vs previous 13F -1,149 shares

    <0.01% of the 13F portfolio, value $225,596.

    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 48,051 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $165,774.

    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).