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Disclosery

LPL Financial LLC: DFIV position timeline

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

LPL Financial LLC held 2,748,495 DFIV 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 2,748,495 shares
    Change vs previous 13F +414,977 shares

    0.03% of the 13F portfolio, value $148,473,690.

    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 2,333,518 shares
    Change vs previous 13F +127,123 shares

    0.03% of the 13F portfolio, value $123,163,066.

    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 2,206,395 shares
    Change vs previous 13F +196,370 shares

    0.03% of the 13F portfolio, value $110,099,126.

    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 2,010,025 shares
    Change vs previous 13F +133,546 shares

    0.03% of the 13F portfolio, value $92,702,368.

    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 1,876,479 shares
    Change vs previous 13F +50,267 shares

    0.03% of the 13F portfolio, value $80,369,574.

    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 1,826,212 shares
    Change vs previous 13F +178,609 shares

    0.03% of the 13F portfolio, value $71,879,715.

    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 1,647,603 shares
    Change vs previous 13F +109,830 shares

    0.02% of the 13F portfolio, value $58,456,962.

    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 1,537,773 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $58,558,386.

    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).