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Disclosery

LPL Financial LLC: DEI position timeline

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

LPL Financial LLC held 16,274 DEI 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 16,274 shares
    Change vs previous 13F +938 shares

    <0.01% of the 13F portfolio, value $192,033.

    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 15,336 shares
    Change vs previous 13F +2,182 shares

    <0.01% of the 13F portfolio, value $144,462.

    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 13,154 shares
    Change vs previous 13F -12,130 shares

    <0.01% of the 13F portfolio, value $144,561.

    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 25,284 shares
    Change vs previous 13F -2,337 shares

    <0.01% of the 13F portfolio, value $393,666.

    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 27,621 shares
    Change vs previous 13F -3,583 shares

    <0.01% of the 13F portfolio, value $415,416.

    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 31,204 shares
    Change vs previous 13F -544 shares

    <0.01% of the 13F portfolio, value $499,264.

    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 31,748 shares
    Change vs previous 13F +258 shares

    <0.01% of the 13F portfolio, value $589,243.

    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 31,490 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $553,279.

    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).