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LPL Financial LLC: DIVI position timeline

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

LPL Financial LLC held 5,368,764 DIVI 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 5,368,764 shares
    Change vs previous 13F -118,431 shares

    0.05% of the 13F portfolio, value $229,353,590.

    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 5,487,195 shares
    Change vs previous 13F +827,829 shares

    0.06% of the 13F portfolio, value $218,445,234.

    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 4,659,366 shares
    Change vs previous 13F +240,799 shares

    0.05% of the 13F portfolio, value $181,202,722.

    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 4,418,567 shares
    Change vs previous 13F +513,117 shares

    0.05% of the 13F portfolio, value $164,856,718.

    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 3,905,450 shares
    Change vs previous 13F +139,053 shares

    0.05% of the 13F portfolio, value $139,190,221.

    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 3,766,397 shares
    Change vs previous 13F +94,137 shares

    0.05% of the 13F portfolio, value $122,746,862.

    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 3,672,260 shares
    Change vs previous 13F -260,905 shares

    0.04% of the 13F portfolio, value $110,204,521.

    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 3,933,165 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $130,423,755.

    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).