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Disclosery

LPL Financial LLC: DFNL position timeline

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

LPL Financial LLC held 386,789 DFNL 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 386,789 shares
    Change vs previous 13F -28,782 shares

    <0.01% of the 13F portfolio, value $19,093,819.

    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 415,571 shares
    Change vs previous 13F +18,755 shares

    <0.01% of the 13F portfolio, value $18,634,204.

    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 396,816 shares
    Change vs previous 13F +30,475 shares

    0.01% of the 13F portfolio, value $19,178,133.

    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 366,341 shares
    Change vs previous 13F +32,650 shares

    <0.01% of the 13F portfolio, value $16,565,924.

    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 333,691 shares
    Change vs previous 13F +7,995 shares

    <0.01% of the 13F portfolio, value $14,328,679.

    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 325,696 shares
    Change vs previous 13F +20,578 shares

    <0.01% of the 13F portfolio, value $12,793,345.

    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 305,118 shares
    Change vs previous 13F +36,382 shares

    <0.01% of the 13F portfolio, value $11,621,942.

    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 268,736 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,940,001.

    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).