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Disclosery

LPL Financial LLC: DAUG position timeline

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

LPL Financial LLC held 190,083 DAUG 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 190,083 shares
    Change vs previous 13F +35,953 shares

    <0.01% of the 13F portfolio, value $8,904,853.

    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 154,130 shares
    Change vs previous 13F +10,396 shares

    <0.01% of the 13F portfolio, value $6,712,727.

    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 143,734 shares
    Change vs previous 13F -5,864 shares

    <0.01% of the 13F portfolio, value $6,373,725.

    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 149,598 shares
    Change vs previous 13F +37,446 shares

    <0.01% of the 13F portfolio, value $6,526,437.

    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 112,152 shares
    Change vs previous 13F +2,226 shares

    <0.01% of the 13F portfolio, value $4,672,252.

    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 109,926 shares
    Change vs previous 13F +9,468 shares

    <0.01% of the 13F portfolio, value $4,264,843.

    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 100,458 shares
    Change vs previous 13F -5,087 shares

    <0.01% of the 13F portfolio, value $3,986,183.

    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 105,545 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,129,976.

    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).