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Disclosery

LPL Financial LLC: DFAR position timeline

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

LPL Financial LLC held 412,325 DFAR 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 412,325 shares
    Change vs previous 13F +30,185 shares

    <0.01% of the 13F portfolio, value $10,786,418.

    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 382,140 shares
    Change vs previous 13F -41,637 shares

    <0.01% of the 13F portfolio, value $9,037,604.

    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 423,777 shares
    Change vs previous 13F +18,510 shares

    <0.01% of the 13F portfolio, value $9,705,008.

    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 405,267 shares
    Change vs previous 13F +11,594 shares

    <0.01% of the 13F portfolio, value $9,665,607.

    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 393,673 shares
    Change vs previous 13F +87,600 shares

    <0.01% of the 13F portfolio, value $9,235,571.

    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 306,073 shares
    Change vs previous 13F +8,305 shares

    <0.01% of the 13F portfolio, value $7,275,347.

    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 297,768 shares
    Change vs previous 13F +25,148 shares

    <0.01% of the 13F portfolio, value $6,929,050.

    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 272,620 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,989,967.

    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).