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Disclosery

LPL Financial LLC: DBA position timeline

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

LPL Financial LLC held 335,081 DBA 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 335,081 shares
    Change vs previous 13F -421,920 shares

    <0.01% of the 13F portfolio, value $8,936,611.

    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 757,001 shares
    Change vs previous 13F +503,463 shares

    0.01% of the 13F portfolio, value $20,681,278.

    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 253,538 shares
    Change vs previous 13F -11,378 shares

    <0.01% of the 13F portfolio, value $6,470,294.

    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 264,916 shares
    Change vs previous 13F +15,715 shares

    <0.01% of the 13F portfolio, value $7,089,146.

    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 249,201 shares
    Change vs previous 13F +30,802 shares

    <0.01% of the 13F portfolio, value $6,516,607.

    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 218,399 shares
    Change vs previous 13F +2,009 shares

    <0.01% of the 13F portfolio, value $5,752,623.

    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 216,390 shares
    Change vs previous 13F -168,781 shares

    <0.01% of the 13F portfolio, value $5,753,798.

    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 385,171 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,049,099.

    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).