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Disclosery

LPL Financial LLC: DFSV position timeline

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

LPL Financial LLC held 2,360,503 DFSV 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 2,360,503 shares
    Change vs previous 13F +147,835 shares

    0.02% of the 13F portfolio, value $91,563,890.

    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 2,212,668 shares
    Change vs previous 13F +102,703 shares

    0.02% of the 13F portfolio, value $77,531,894.

    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 2,109,965 shares
    Change vs previous 13F +557,500 shares

    0.02% of the 13F portfolio, value $69,396,757.

    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 1,552,465 shares
    Change vs previous 13F +77,880 shares

    0.01% of the 13F portfolio, value $49,430,498.

    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 1,474,585 shares
    Change vs previous 13F +8,353 shares

    0.01% of the 13F portfolio, value $43,397,042.

    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 1,466,232 shares
    Change vs previous 13F +242,040 shares

    0.02% of the 13F portfolio, value $41,274,434.

    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 1,224,192 shares
    Change vs previous 13F +188,452 shares

    0.02% of the 13F portfolio, value $37,680,622.

    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 1,035,740 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $31,900,793.

    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).