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Disclosery

LPL Financial LLC: DDIV position timeline

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

LPL Financial LLC held 153,832 DDIV 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 153,832 shares
    Change vs previous 13F -827 shares

    <0.01% of the 13F portfolio, value $6,936,221.

    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 154,659 shares
    Change vs previous 13F +12,639 shares

    <0.01% of the 13F portfolio, value $6,254,953.

    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 142,020 shares
    Change vs previous 13F +3,394 shares

    <0.01% of the 13F portfolio, value $5,899,510.

    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 138,626 shares
    Change vs previous 13F -2,128 shares

    <0.01% of the 13F portfolio, value $5,571,661.

    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 140,754 shares
    Change vs previous 13F -12,054 shares

    <0.01% of the 13F portfolio, value $5,376,811.

    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 152,808 shares
    Change vs previous 13F -3,160 shares

    <0.01% of the 13F portfolio, value $5,771,543.

    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 155,968 shares
    Change vs previous 13F +2,508 shares

    <0.01% of the 13F portfolio, value $5,890,897.

    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 153,460 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,642,742.

    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).