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LPL Financial LLC: DK position timeline

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

LPL Financial LLC held 108,693 DK 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 108,693 shares
    Change vs previous 13F +27,510 shares

    <0.01% of the 13F portfolio, value $5,522,670.

    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 81,183 shares
    Change vs previous 13F +2,246 shares

    <0.01% of the 13F portfolio, value $3,658,900.

    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 78,937 shares
    Change vs previous 13F -31,600 shares

    <0.01% of the 13F portfolio, value $2,341,261.

    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 110,537 shares
    Change vs previous 13F +14,944 shares

    <0.01% of the 13F portfolio, value $3,567,026.

    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 95,593 shares
    Change vs previous 13F +28,373 shares

    <0.01% of the 13F portfolio, value $2,024,654.

    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 67,220 shares
    Change vs previous 13F +1,135 shares

    <0.01% of the 13F portfolio, value $1,013,010.

    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 66,085 shares
    Change vs previous 13F +25,937 shares

    <0.01% of the 13F portfolio, value $1,222,581.

    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 40,148 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $752,783.

    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).