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Disclosery

LPL Financial LLC: DFUS position timeline

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

LPL Financial LLC held 3,407,781 DFUS 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 3,407,781 shares
    Change vs previous 13F -254,969 shares

    0.06% of the 13F portfolio, value $279,233,547.

    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 3,662,750 shares
    Change vs previous 13F +60,898 shares

    0.07% of the 13F portfolio, value $259,725,570.

    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 3,601,852 shares
    Change vs previous 13F +48,277 shares

    0.07% of the 13F portfolio, value $267,149,397.

    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 3,553,575 shares
    Change vs previous 13F -73,120 shares

    0.08% of the 13F portfolio, value $257,420,988.

    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 3,626,695 shares
    Change vs previous 13F +16,592 shares

    0.08% of the 13F portfolio, value $243,061,113.

    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 3,610,103 shares
    Change vs previous 13F +1,188,511 shares

    0.08% of the 13F portfolio, value $218,339,056.

    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 2,421,592 shares
    Change vs previous 13F +172,020 shares

    0.06% of the 13F portfolio, value $154,376,463.

    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 2,249,572 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $139,923,409.

    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).