Skip to content
Disclosery

LPL Financial LLC: CTRE position timeline

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

LPL Financial LLC held 265,332 CTRE 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 265,332 shares
    Change vs previous 13F +87,718 shares

    <0.01% of the 13F portfolio, value $10,706,132.

    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 177,614 shares
    Change vs previous 13F +12,217 shares

    <0.01% of the 13F portfolio, value $6,509,570.

    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 165,397 shares
    Change vs previous 13F -381 shares

    <0.01% of the 13F portfolio, value $5,980,768.

    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 165,778 shares
    Change vs previous 13F +4,973 shares

    <0.01% of the 13F portfolio, value $5,749,187.

    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 160,805 shares
    Change vs previous 13F +32,130 shares

    <0.01% of the 13F portfolio, value $4,920,631.

    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 128,675 shares
    Change vs previous 13F +35,253 shares

    <0.01% of the 13F portfolio, value $3,677,527.

    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 93,422 shares
    Change vs previous 13F +11,008 shares

    <0.01% of the 13F portfolio, value $2,527,075.

    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 82,414 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,543,283.

    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).