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LPL Financial LLC: DIVB position timeline

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

LPL Financial LLC held 4,145,676 DIVB 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 4,145,676 shares
    Change vs previous 13F +651,591 shares

    0.06% of the 13F portfolio, value $255,373,651.

    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 3,494,085 shares
    Change vs previous 13F -83,841 shares

    0.05% of the 13F portfolio, value $188,505,852.

    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 3,577,926 shares
    Change vs previous 13F +842,674 shares

    0.05% of the 13F portfolio, value $190,166,773.

    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 2,735,252 shares
    Change vs previous 13F +480,391 shares

    0.04% of the 13F portfolio, value $142,916,890.

    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 2,254,861 shares
    Change vs previous 13F +281,226 shares

    0.04% of the 13F portfolio, value $113,464,585.

    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 1,973,635 shares
    Change vs previous 13F +292,177 shares

    0.04% of the 13F portfolio, value $95,760,751.

    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 1,681,458 shares
    Change vs previous 13F +315,007 shares

    0.03% of the 13F portfolio, value $79,701,112.

    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 1,366,451 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $66,204,545.

    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).