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Disclosery

LPL Financial LLC: CZA position timeline

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

LPL Financial LLC held 104,652 CZA 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 104,652 shares
    Change vs previous 13F -1,985 shares

    <0.01% of the 13F portfolio, value $12,832,781.

    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 106,637 shares
    Change vs previous 13F -2,220 shares

    <0.01% of the 13F portfolio, value $11,745,961.

    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 108,857 shares
    Change vs previous 13F -3,696 shares

    <0.01% of the 13F portfolio, value $12,061,859.

    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 112,553 shares
    Change vs previous 13F -8,178 shares

    <0.01% of the 13F portfolio, value $12,364,152.

    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 120,731 shares
    Change vs previous 13F -9,722 shares

    <0.01% of the 13F portfolio, value $12,878,440.

    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 130,453 shares
    Change vs previous 13F -58,024 shares

    0.01% of the 13F portfolio, value $13,552,601.

    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 188,477 shares
    Change vs previous 13F +7,190 shares

    0.01% of the 13F portfolio, value $19,580,923.

    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 181,287 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $19,631,072.

    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).