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LPL Financial LLC: DFEM position timeline

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

LPL Financial LLC held 2,265,466 DFEM 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 2,265,466 shares
    Change vs previous 13F +210,336 shares

    0.02% of the 13F portfolio, value $92,068,533.

    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 2,055,130 shares
    Change vs previous 13F +56,907 shares

    0.02% of the 13F portfolio, value $71,004,745.

    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 1,998,223 shares
    Change vs previous 13F +91,160 shares

    0.02% of the 13F portfolio, value $66,101,224.

    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 1,907,063 shares
    Change vs previous 13F +92,463 shares

    0.02% of the 13F portfolio, value $61,159,513.

    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 1,814,600 shares
    Change vs previous 13F +27,335 shares

    0.02% of the 13F portfolio, value $53,857,319.

    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 1,787,265 shares
    Change vs previous 13F +208,055 shares

    0.02% of the 13F portfolio, value $47,291,038.

    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 1,579,210 shares
    Change vs previous 13F +179,965 shares

    0.02% of the 13F portfolio, value $41,359,500.

    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 1,399,245 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $39,388,753.

    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).