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Disclosery

LPL Financial LLC: DFSI position timeline

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

LPL Financial LLC held 51,216 DFSI 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 51,216 shares
    Change vs previous 13F +7,610 shares

    <0.01% of the 13F portfolio, value $2,309,827.

    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 43,606 shares
    Change vs previous 13F +4,549 shares

    <0.01% of the 13F portfolio, value $1,848,877.

    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 39,057 shares
    Change vs previous 13F +3,858 shares

    <0.01% of the 13F portfolio, value $1,673,394.

    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 35,199 shares
    Change vs previous 13F +5,717 shares

    <0.01% of the 13F portfolio, value $1,441,417.

    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 29,482 shares
    Change vs previous 13F +4,473 shares

    <0.01% of the 13F portfolio, value $1,161,899.

    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 25,009 shares
    Change vs previous 13F +4,481 shares

    <0.01% of the 13F portfolio, value $872,578.

    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 20,528 shares
    Change vs previous 13F +1,930 shares

    <0.01% of the 13F portfolio, value $674,342.

    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 18,598 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $664,604.

    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).