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Disclosery

LPL Financial LLC: DFJ position timeline

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

LPL Financial LLC held 54,009 DFJ 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 54,009 shares
    Change vs previous 13F +3,662 shares

    <0.01% of the 13F portfolio, value $5,687,371.

    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 50,347 shares
    Change vs previous 13F -539 shares

    <0.01% of the 13F portfolio, value $5,138,396.

    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 50,886 shares
    Change vs previous 13F -692 shares

    <0.01% of the 13F portfolio, value $4,902,339.

    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 51,578 shares
    Change vs previous 13F +13,564 shares

    <0.01% of the 13F portfolio, value $4,891,227.

    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 38,014 shares
    Change vs previous 13F +13,422 shares

    <0.01% of the 13F portfolio, value $3,257,580.

    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 24,592 shares
    Change vs previous 13F +410 shares

    <0.01% of the 13F portfolio, value $1,949,418.

    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 24,182 shares
    Change vs previous 13F -2,178 shares

    <0.01% of the 13F portfolio, value $1,817,044.

    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 26,360 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,126,189.

    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).