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Disclosery

LPL Financial LLC: DC position timeline

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

LPL Financial LLC held 464,727 DC 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 464,727 shares
    Change vs previous 13F -367,667 shares

    <0.01% of the 13F portfolio, value $1,979,737.

    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 832,394 shares
    Change vs previous 13F +703,987 shares

    <0.01% of the 13F portfolio, value $4,203,590.

    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 128,407 shares
    Change vs previous 13F +3,224 shares

    <0.01% of the 13F portfolio, value $729,352.

    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 125,183 shares
    Change vs previous 13F +45,800 shares

    <0.01% of the 13F portfolio, value $569,583.

    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 79,383 shares
    Change vs previous 13F +20,133 shares

    <0.01% of the 13F portfolio, value $292,923.

    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 59,250 shares
    Change vs previous 13F -50,449 shares

    <0.01% of the 13F portfolio, value $157,013.

    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 109,699 shares
    Change vs previous 13F +500 shares

    <0.01% of the 13F portfolio, value $241,338.

    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 109,199 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $257,710.

    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).