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Disclosery

LPL Financial LLC: D position timeline

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

LPL Financial LLC held 1,192,117 D 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 1,192,117 shares
    Change vs previous 13F -119,831 shares

    0.02% of the 13F portfolio, value $81,409,648.

    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 1,311,948 shares
    Change vs previous 13F +96,923 shares

    0.02% of the 13F portfolio, value $81,104,566.

    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 1,215,025 shares
    Change vs previous 13F +34,215 shares

    0.02% of the 13F portfolio, value $71,188,262.

    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 1,180,810 shares
    Change vs previous 13F +149,692 shares

    0.02% of the 13F portfolio, value $72,230,136.

    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 1,031,118 shares
    Change vs previous 13F +81,593 shares

    0.02% of the 13F portfolio, value $58,278,781.

    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 949,525 shares
    Change vs previous 13F +158,233 shares

    0.02% of the 13F portfolio, value $53,239,841.

    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 791,292 shares
    Change vs previous 13F -276,732 shares

    0.02% of the 13F portfolio, value $42,618,978.

    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 1,068,024 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $61,721,094.

    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).