LPL Financial LLC: DBMF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on DBMF, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 21,263,572 DBMF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 21,263,572 sharesChange vs previous 13F -760,641 shares
0.15% of the 13F portfolio, value $650,877,922.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 22,024,213 sharesChange vs previous 13F +16,386,579 shares
0.18% of the 13F portfolio, value $664,030,024.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,637,634 sharesChange vs previous 13F +355,157 shares
0.04% of the 13F portfolio, value $158,192,019.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,282,477 sharesChange vs previous 13F +125,489 shares
0.04% of the 13F portfolio, value $144,264,449.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,156,988 sharesChange vs previous 13F +249,572 shares
0.04% of the 13F portfolio, value $132,689,287.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,907,416 sharesChange vs previous 13F +4,615,371 shares
0.05% of the 13F portfolio, value $123,961,330.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 292,045 sharesChange vs previous 13F -19,021 shares
<0.01% of the 13F portfolio, value $7,639,896.
13F-HR 0001403438-25-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 311,066 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $8,750,293.
13F-HR 0001403438-24-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).