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Disclosery

LPL Financial LLC: DFGP position timeline

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

LPL Financial LLC held 146,512 DFGP 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 146,512 shares
    Change vs previous 13F +58,304 shares

    <0.01% of the 13F portfolio, value $7,979,021.

    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 88,208 shares
    Change vs previous 13F +12,275 shares

    <0.01% of the 13F portfolio, value $4,762,346.

    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 75,933 shares
    Change vs previous 13F +30,544 shares

    <0.01% of the 13F portfolio, value $4,105,672.

    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 45,389 shares
    Change vs previous 13F +14,096 shares

    <0.01% of the 13F portfolio, value $2,522,257.

    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 31,293 shares
    Change vs previous 13F +15,772 shares

    <0.01% of the 13F portfolio, value $1,705,154.

    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 15,521 shares
    Change vs previous 13F +8,185 shares

    <0.01% of the 13F portfolio, value $829,287.

    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 7,336 shares
    Change vs previous 13F +649 shares

    <0.01% of the 13F portfolio, value $387,561.

    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 6,687 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $368,454.

    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).