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Disclosery

LPL Financial LLC: DE position timeline

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

LPL Financial LLC held 501,898 DE 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 501,898 shares
    Change vs previous 13F +39,747 shares

    0.07% of the 13F portfolio, value $318,368,817.

    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 462,151 shares
    Change vs previous 13F +10,988 shares

    0.07% of the 13F portfolio, value $260,329,414.

    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 451,163 shares
    Change vs previous 13F +10,203 shares

    0.06% of the 13F portfolio, value $210,048,194.

    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 440,960 shares
    Change vs previous 13F +25,923 shares

    0.06% of the 13F portfolio, value $201,633,470.

    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 415,037 shares
    Change vs previous 13F +40,011 shares

    0.07% of the 13F portfolio, value $211,041,929.

    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 375,026 shares
    Change vs previous 13F +11,702 shares

    0.07% of the 13F portfolio, value $176,018,810.

    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 363,324 shares
    Change vs previous 13F +3,336 shares

    0.06% of the 13F portfolio, value $153,940,544.

    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 359,988 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $150,233,994.

    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).