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Disclosery

LPL Financial LLC: DB position timeline

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

LPL Financial LLC held 101,058 DB 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 101,058 shares
    Change vs previous 13F -33,522 shares

    <0.01% of the 13F portfolio, value $3,411,706.

    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 134,580 shares
    Change vs previous 13F +23,052 shares

    <0.01% of the 13F portfolio, value $4,007,800.

    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 111,528 shares
    Change vs previous 13F +6,389 shares

    <0.01% of the 13F portfolio, value $4,300,531.

    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 105,139 shares
    Change vs previous 13F +18,349 shares

    <0.01% of the 13F portfolio, value $3,722,976.

    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 86,790 shares
    Change vs previous 13F +16,327 shares

    <0.01% of the 13F portfolio, value $2,541,210.

    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 70,463 shares
    Change vs previous 13F +41,028 shares

    <0.01% of the 13F portfolio, value $1,679,130.

    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 29,435 shares
    Change vs previous 13F +5,237 shares

    <0.01% of the 13F portfolio, value $501,861.

    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 24,198 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $418,874.

    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).