Skip to content
Disclosery

LPL Financial LLC: DFE position timeline

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

LPL Financial LLC held 14,059 DFE 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 14,059 shares
    Change vs previous 13F +267 shares

    <0.01% of the 13F portfolio, value $1,011,820.

    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 13,792 shares
    Change vs previous 13F +192 shares

    <0.01% of the 13F portfolio, value $989,313.

    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 13,600 shares
    Change vs previous 13F +6,460 shares

    <0.01% of the 13F portfolio, value $976,971.

    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 7,140 shares
    Change vs previous 13F -7,875 shares

    <0.01% of the 13F portfolio, value $502,766.

    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 15,015 shares
    Change vs previous 13F +9,619 shares

    <0.01% of the 13F portfolio, value $1,052,855.

    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 5,396 shares
    Change vs previous 13F -143 shares

    <0.01% of the 13F portfolio, value $328,934.

    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 5,539 shares
    Change vs previous 13F -187 shares

    <0.01% of the 13F portfolio, value $313,404.

    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 5,726 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $363,624.

    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).