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Disclosery

LPL Financial LLC: DFAT position timeline

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

LPL Financial LLC held 1,258,840 DFAT 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 1,258,840 shares
    Change vs previous 13F +48,521 shares

    0.02% of the 13F portfolio, value $87,992,886.

    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 1,210,319 shares
    Change vs previous 13F -50,649 shares

    0.02% of the 13F portfolio, value $75,584,447.

    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 1,260,968 shares
    Change vs previous 13F +50,824 shares

    0.02% of the 13F portfolio, value $75,078,061.

    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 1,210,144 shares
    Change vs previous 13F +25,077 shares

    0.02% of the 13F portfolio, value $70,442,507.

    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 1,185,067 shares
    Change vs previous 13F +51,175 shares

    0.02% of the 13F portfolio, value $63,946,239.

    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 1,133,892 shares
    Change vs previous 13F +149,665 shares

    0.02% of the 13F portfolio, value $58,384,122.

    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 984,227 shares
    Change vs previous 13F +118,234 shares

    0.02% of the 13F portfolio, value $54,782,053.

    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 865,993 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $48,175,195.

    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).