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Disclosery

LPL Financial LLC: DISV position timeline

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

LPL Financial LLC held 178,048 DISV 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 178,048 shares
    Change vs previous 13F +41,911 shares

    <0.01% of the 13F portfolio, value $7,145,075.

    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 136,137 shares
    Change vs previous 13F -6,245 shares

    <0.01% of the 13F portfolio, value $5,369,243.

    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 142,382 shares
    Change vs previous 13F +34,952 shares

    <0.01% of the 13F portfolio, value $5,410,514.

    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 107,430 shares
    Change vs previous 13F +18,533 shares

    <0.01% of the 13F portfolio, value $3,834,177.

    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 88,897 shares
    Change vs previous 13F +19,834 shares

    <0.01% of the 13F portfolio, value $2,925,591.

    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 69,063 shares
    Change vs previous 13F -2,082 shares

    <0.01% of the 13F portfolio, value $2,011,107.

    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 71,145 shares
    Change vs previous 13F +2,211 shares

    <0.01% of the 13F portfolio, value $1,890,316.

    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 68,934 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,003,236.

    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).