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Disclosery

LPL Financial LLC: DFAE position timeline

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

LPL Financial LLC held 1,143,800 DFAE 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 1,143,800 shares
    Change vs previous 13F -10,199 shares

    0.01% of the 13F portfolio, value $45,992,179.

    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 1,153,999 shares
    Change vs previous 13F +15,329 shares

    0.01% of the 13F portfolio, value $39,074,398.

    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 1,138,670 shares
    Change vs previous 13F +27,665 shares

    0.01% of the 13F portfolio, value $37,086,471.

    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 1,111,005 shares
    Change vs previous 13F +59,825 shares

    0.01% of the 13F portfolio, value $35,029,975.

    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 1,051,180 shares
    Change vs previous 13F +231,217 shares

    0.01% of the 13F portfolio, value $30,431,658.

    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 819,963 shares
    Change vs previous 13F +448,714 shares

    0.01% of the 13F portfolio, value $21,228,844.

    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 371,249 shares
    Change vs previous 13F +60,937 shares

    <0.01% of the 13F portfolio, value $9,418,577.

    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 310,312 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,505,640.

    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).