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LPL Financial LLC: DALI position timeline

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

LPL Financial LLC held 71,772 DALI 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 71,772 shares
    Change vs previous 13F -677 shares

    <0.01% of the 13F portfolio, value $2,135,548.

    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 72,449 shares
    Change vs previous 13F -2,209 shares

    <0.01% of the 13F portfolio, value $2,015,782.

    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 74,658 shares
    Change vs previous 13F -364 shares

    <0.01% of the 13F portfolio, value $2,147,428.

    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 75,022 shares
    Change vs previous 13F -6,854 shares

    <0.01% of the 13F portfolio, value $2,113,508.

    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 81,876 shares
    Change vs previous 13F -1,104 shares

    <0.01% of the 13F portfolio, value $2,168,070.

    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 82,980 shares
    Change vs previous 13F -3,282 shares

    <0.01% of the 13F portfolio, value $1,987,360.

    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 86,262 shares
    Change vs previous 13F +1,545 shares

    <0.01% of the 13F portfolio, value $2,226,420.

    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 84,717 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,135,714.

    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).