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Disclosery

LPL Financial LLC: DIV position timeline

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

LPL Financial LLC held 1,363,653 DIV 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 1,363,653 shares
    Change vs previous 13F +422,114 shares

    0.01% of the 13F portfolio, value $25,977,589.

    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 941,539 shares
    Change vs previous 13F +46,057 shares

    <0.01% of the 13F portfolio, value $17,795,090.

    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 895,482 shares
    Change vs previous 13F -52,708 shares

    <0.01% of the 13F portfolio, value $15,509,740.

    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 948,190 shares
    Change vs previous 13F +22,452 shares

    <0.01% of the 13F portfolio, value $16,773,486.

    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 925,738 shares
    Change vs previous 13F -12,299 shares

    0.01% of the 13F portfolio, value $16,274,477.

    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 938,037 shares
    Change vs previous 13F +71,727 shares

    0.01% of the 13F portfolio, value $17,672,608.

    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 866,310 shares
    Change vs previous 13F +57,622 shares

    0.01% of the 13F portfolio, value $15,620,262.

    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 808,688 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $15,114,373.

    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).