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Disclosery

LPL Financial LLC: DMA position timeline

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

LPL Financial LLC held 71,200 DMA 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 71,200 shares
    Change vs previous 13F +1,170 shares

    <0.01% of the 13F portfolio, value $532,578.

    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 70,030 shares
    Change vs previous 13F +15,192 shares

    <0.01% of the 13F portfolio, value $567,942.

    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 54,838 shares
    Change vs previous 13F +1,953 shares

    <0.01% of the 13F portfolio, value $491,894.

    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 52,885 shares
    Change vs previous 13F -470 shares

    <0.01% of the 13F portfolio, value $456,923.

    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 53,355 shares
    Change vs previous 13F -3,300 shares

    <0.01% of the 13F portfolio, value $466,855.

    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 56,655 shares
    Change vs previous 13F -4,611 shares

    <0.01% of the 13F portfolio, value $480,437.

    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 61,266 shares
    Change vs previous 13F -4,520 shares

    <0.01% of the 13F portfolio, value $518,307.

    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 65,786 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $570,368.

    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).