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Disclosery

LPL Financial LLC: DFSD position timeline

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

LPL Financial LLC held 454,790 DFSD 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 454,790 shares
    Change vs previous 13F +115,935 shares

    <0.01% of the 13F portfolio, value $21,716,230.

    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 338,855 shares
    Change vs previous 13F -16,906 shares

    <0.01% of the 13F portfolio, value $16,224,357.

    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 355,761 shares
    Change vs previous 13F +21,312 shares

    <0.01% of the 13F portfolio, value $17,058,755.

    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 334,449 shares
    Change vs previous 13F +19,486 shares

    <0.01% of the 13F portfolio, value $16,117,102.

    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 314,963 shares
    Change vs previous 13F +58,461 shares

    0.01% of the 13F portfolio, value $15,121,384.

    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 256,502 shares
    Change vs previous 13F +23,215 shares

    <0.01% of the 13F portfolio, value $12,188,991.

    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 233,287 shares
    Change vs previous 13F +14,788 shares

    <0.01% of the 13F portfolio, value $10,936,517.

    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 218,499 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,431,130.

    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).