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Disclosery

LPL Financial LLC: DFIS position timeline

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

LPL Financial LLC held 300,540 DFIS 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 300,540 shares
    Change vs previous 13F -150,336 shares

    <0.01% of the 13F portfolio, value $10,527,907.

    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 450,876 shares
    Change vs previous 13F +202,934 shares

    <0.01% of the 13F portfolio, value $15,180,994.

    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 247,942 shares
    Change vs previous 13F +61,561 shares

    <0.01% of the 13F portfolio, value $8,167,225.

    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 186,381 shares
    Change vs previous 13F +28,155 shares

    <0.01% of the 13F portfolio, value $5,895,228.

    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 158,226 shares
    Change vs previous 13F +21,493 shares

    <0.01% of the 13F portfolio, value $4,721,451.

    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 136,733 shares
    Change vs previous 13F -20,661 shares

    <0.01% of the 13F portfolio, value $3,533,181.

    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 157,394 shares
    Change vs previous 13F +17,544 shares

    <0.01% of the 13F portfolio, value $3,864,813.

    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 139,850 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,752,163.

    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).