Skip to content
Disclosery

LPL Financial LLC: DFUV position timeline

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

LPL Financial LLC held 1,341,644 DFUV 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 1,341,644 shares
    Change vs previous 13F -25,041 shares

    0.02% of the 13F portfolio, value $73,803,860.

    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 1,366,685 shares
    Change vs previous 13F +11,341 shares

    0.02% of the 13F portfolio, value $66,229,559.

    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 1,355,344 shares
    Change vs previous 13F +19,301 shares

    0.02% of the 13F portfolio, value $63,145,480.

    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 1,336,043 shares
    Change vs previous 13F -4,428 shares

    0.02% of the 13F portfolio, value $59,707,741.

    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 1,340,471 shares
    Change vs previous 13F +9,490 shares

    0.02% of the 13F portfolio, value $56,675,128.

    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 1,330,981 shares
    Change vs previous 13F +148,426 shares

    0.02% of the 13F portfolio, value $54,849,723.

    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 1,182,555 shares
    Change vs previous 13F -20,248 shares

    0.02% of the 13F portfolio, value $48,390,134.

    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 1,202,803 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $50,144,843.

    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).