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Disclosery

LPL Financial LLC: DFLV position timeline

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

LPL Financial LLC held 1,908,901 DFLV 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 1,908,901 shares
    Change vs previous 13F +99,907 shares

    0.02% of the 13F portfolio, value $75,477,954.

    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 1,808,994 shares
    Change vs previous 13F +220,886 shares

    0.02% of the 13F portfolio, value $64,599,163.

    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 1,588,108 shares
    Change vs previous 13F +124,524 shares

    0.01% of the 13F portfolio, value $54,329,189.

    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 1,463,584 shares
    Change vs previous 13F +85,981 shares

    0.01% of the 13F portfolio, value $48,151,905.

    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 1,377,603 shares
    Change vs previous 13F +83,926 shares

    0.01% of the 13F portfolio, value $42,733,253.

    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 1,293,677 shares
    Change vs previous 13F +219,942 shares

    0.02% of the 13F portfolio, value $39,547,698.

    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 1,073,735 shares
    Change vs previous 13F +141,444 shares

    0.01% of the 13F portfolio, value $32,244,256.

    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 932,291 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $28,723,896.

    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).