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Disclosery

LPL Financial LLC: DFAS position timeline

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

LPL Financial LLC held 942,761 DFAS 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 942,761 shares
    Change vs previous 13F +48,072 shares

    0.02% of the 13F portfolio, value $77,626,970.

    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 894,689 shares
    Change vs previous 13F +5,688 shares

    0.02% of the 13F portfolio, value $63,639,225.

    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 889,001 shares
    Change vs previous 13F +59,891 shares

    0.02% of the 13F portfolio, value $61,936,702.

    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 829,110 shares
    Change vs previous 13F -77,139 shares

    0.02% of the 13F portfolio, value $56,760,894.

    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 906,249 shares
    Change vs previous 13F -117,780 shares

    0.02% of the 13F portfolio, value $57,737,091.

    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 1,024,029 shares
    Change vs previous 13F +155,766 shares

    0.02% of the 13F portfolio, value $61,185,714.

    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 868,263 shares
    Change vs previous 13F +121,569 shares

    0.02% of the 13F portfolio, value $56,506,524.

    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 746,694 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $48,430,595.

    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).