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Disclosery

LPL Financial LLC: DFAX position timeline

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

LPL Financial LLC held 8,228,270 DFAX 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 8,228,270 shares
    Change vs previous 13F -362,680 shares

    0.07% of the 13F portfolio, value $303,129,463.

    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 8,590,950 shares
    Change vs previous 13F +523,941 shares

    0.08% of the 13F portfolio, value $291,834,565.

    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 8,067,009 shares
    Change vs previous 13F -20,202 shares

    0.07% of the 13F portfolio, value $264,033,211.

    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 8,087,211 shares
    Change vs previous 13F +62,544 shares

    0.07% of the 13F portfolio, value $253,776,682.

    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 8,024,667 shares
    Change vs previous 13F +186,298 shares

    0.08% of the 13F portfolio, value $235,684,469.

    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 7,838,369 shares
    Change vs previous 13F +262,683 shares

    0.08% of the 13F portfolio, value $205,365,268.

    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 7,575,686 shares
    Change vs previous 13F +83,646 shares

    0.08% of the 13F portfolio, value $188,331,549.

    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 7,492,040 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $202,360,003.

    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).