Skip to content
Disclosery

LPL Financial LLC: DFEB position timeline

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

LPL Financial LLC held 123,312 DFEB 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 123,312 shares
    Change vs previous 13F +38,573 shares

    <0.01% of the 13F portfolio, value $6,226,293.

    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 84,739 shares
    Change vs previous 13F +19,299 shares

    <0.01% of the 13F portfolio, value $4,014,063.

    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 65,440 shares
    Change vs previous 13F +364 shares

    <0.01% of the 13F portfolio, value $3,122,877.

    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 65,076 shares
    Change vs previous 13F +882 shares

    <0.01% of the 13F portfolio, value $3,028,386.

    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 64,194 shares
    Change vs previous 13F +15,964 shares

    <0.01% of the 13F portfolio, value $2,865,886.

    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 48,230 shares
    Change vs previous 13F +5,631 shares

    <0.01% of the 13F portfolio, value $2,032,873.

    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 42,599 shares
    Change vs previous 13F +18,425 shares

    <0.01% of the 13F portfolio, value $1,818,530.

    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 24,174 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,009,002.

    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).