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LPL Financial LLC: DEFT position timeline

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

LPL Financial LLC held 107,246 DEFT 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 107,246 shares
    Change vs previous 13F -53,800 shares

    <0.01% of the 13F portfolio, value $55,146.

    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 161,046 shares
    Change vs previous 13F -23,595 shares

    <0.01% of the 13F portfolio, value $88,978.

    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 184,641 shares
    Change vs previous 13F -69,542 shares

    <0.01% of the 13F portfolio, value $139,330.

    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 254,183 shares
    Change vs previous 13F +197,075 shares

    <0.01% of the 13F portfolio, value $536,326.

    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 57,108 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $167,326.

    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).