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Disclosery

LPL Financial LLC: DFIC position timeline

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

LPL Financial LLC held 3,963,122 DFIC 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 3,963,122 shares
    Change vs previous 13F +452,350 shares

    0.03% of the 13F portfolio, value $147,665,922.

    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 3,510,772 shares
    Change vs previous 13F +72,816 shares

    0.03% of the 13F portfolio, value $124,737,713.

    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 3,437,956 shares
    Change vs previous 13F +379,995 shares

    0.03% of the 13F portfolio, value $118,471,955.

    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 3,057,961 shares
    Change vs previous 13F +188,750 shares

    0.03% of the 13F portfolio, value $100,270,548.

    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 2,869,211 shares
    Change vs previous 13F +97,524 shares

    0.03% of the 13F portfolio, value $89,203,772.

    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 2,771,687 shares
    Change vs previous 13F +376,397 shares

    0.03% of the 13F portfolio, value $76,969,747.

    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 2,395,290 shares
    Change vs previous 13F +323,117 shares

    0.03% of the 13F portfolio, value $61,906,254.

    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 2,072,173 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $58,310,947.

    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).