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Disclosery

LPL Financial LLC: DFIP position timeline

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

LPL Financial LLC held 47,530 DFIP 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 47,530 shares
    Change vs previous 13F +20,825 shares

    <0.01% of the 13F portfolio, value $1,960,831.

    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 26,705 shares
    Change vs previous 13F +2,613 shares

    <0.01% of the 13F portfolio, value $1,114,115.

    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 24,092 shares
    Change vs previous 13F +6,962 shares

    <0.01% of the 13F portfolio, value $1,001,133.

    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 17,130 shares
    Change vs previous 13F +1,526 shares

    <0.01% of the 13F portfolio, value $723,401.

    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 15,604 shares
    Change vs previous 13F +582 shares

    <0.01% of the 13F portfolio, value $652,399.

    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 15,022 shares
    Change vs previous 13F -35,729 shares

    <0.01% of the 13F portfolio, value $632,571.

    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 50,751 shares
    Change vs previous 13F +25,619 shares

    <0.01% of the 13F portfolio, value $2,054,951.

    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 25,132 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,062,584.

    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).