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LPL Financial LLC: DFEV position timeline

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

LPL Financial LLC held 38,492 DFEV 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 38,492 shares
    Change vs previous 13F -2,320 shares

    <0.01% of the 13F portfolio, value $1,642,353.

    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 40,812 shares
    Change vs previous 13F +3,583 shares

    <0.01% of the 13F portfolio, value $1,460,247.

    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 37,229 shares
    Change vs previous 13F +6,722 shares

    <0.01% of the 13F portfolio, value $1,256,098.

    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 30,507 shares
    Change vs previous 13F +1,428 shares

    <0.01% of the 13F portfolio, value $972,859.

    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 29,079 shares
    Change vs previous 13F +7,764 shares

    <0.01% of the 13F portfolio, value $872,092.

    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 21,315 shares
    Change vs previous 13F -1,097 shares

    <0.01% of the 13F portfolio, value $576,561.

    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 22,412 shares
    Change vs previous 13F +8,212 shares

    <0.01% of the 13F portfolio, value $587,428.

    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 14,200 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $404,129.

    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).