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Disclosery

LPL Financial LLC: DFAU position timeline

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

LPL Financial LLC held 1,128,224 DFAU 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 1,128,224 shares
    Change vs previous 13F +75,823 shares

    0.01% of the 13F portfolio, value $58,317,885.

    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 1,052,401 shares
    Change vs previous 13F -5,601 shares

    0.01% of the 13F portfolio, value $47,484,338.

    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 1,058,002 shares
    Change vs previous 13F +130,379 shares

    0.01% of the 13F portfolio, value $49,514,500.

    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 927,623 shares
    Change vs previous 13F +100,174 shares

    0.01% of the 13F portfolio, value $42,448,008.

    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 827,449 shares
    Change vs previous 13F +83,051 shares

    0.01% of the 13F portfolio, value $35,050,746.

    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 744,398 shares
    Change vs previous 13F +153,606 shares

    0.01% of the 13F portfolio, value $28,614,651.

    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 590,792 shares
    Change vs previous 13F -39,945 shares

    0.01% of the 13F portfolio, value $23,921,180.

    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 630,737 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $25,033,952.

    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).