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Disclosery

LPL Financial LLC: DJIA position timeline

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

LPL Financial LLC held 989,506 DJIA 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 989,506 shares
    Change vs previous 13F +313,414 shares

    <0.01% of the 13F portfolio, value $21,907,661.

    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 676,092 shares
    Change vs previous 13F +27,781 shares

    <0.01% of the 13F portfolio, value $14,224,979.

    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 648,311 shares
    Change vs previous 13F +59,246 shares

    <0.01% of the 13F portfolio, value $14,262,832.

    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 589,065 shares
    Change vs previous 13F +41,339 shares

    <0.01% of the 13F portfolio, value $12,871,068.

    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 547,726 shares
    Change vs previous 13F -752 shares

    <0.01% of the 13F portfolio, value $11,874,693.

    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 548,478 shares
    Change vs previous 13F +124,747 shares

    <0.01% of the 13F portfolio, value $12,104,904.

    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 423,731 shares
    Change vs previous 13F +65,584 shares

    <0.01% of the 13F portfolio, value $9,500,045.

    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 358,147 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,248,132.

    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).