Skip to content
Disclosery

LPL Financial LLC: DBO position timeline

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

LPL Financial LLC held 109,542 DBO 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 109,542 shares
    Change vs previous 13F -8,866 shares

    <0.01% of the 13F portfolio, value $1,933,418.

    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 118,408 shares
    Change vs previous 13F +23,470 shares

    <0.01% of the 13F portfolio, value $2,329,087.

    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 94,938 shares
    Change vs previous 13F +12,644 shares

    <0.01% of the 13F portfolio, value $1,158,245.

    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 82,294 shares
    Change vs previous 13F -37,292 shares

    <0.01% of the 13F portfolio, value $1,106,854.

    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 119,586 shares
    Change vs previous 13F -8,736 shares

    <0.01% of the 13F portfolio, value $1,580,931.

    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 128,322 shares
    Change vs previous 13F -56,090 shares

    <0.01% of the 13F portfolio, value $1,838,853.

    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 184,412 shares
    Change vs previous 13F +52,198 shares

    <0.01% of the 13F portfolio, value $2,638,929.

    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 132,214 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,847,027.

    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).