Skip to content
Disclosery

LPL Financial LLC: DNA position timeline

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

LPL Financial LLC held 43,114 DNA 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 43,114 shares
    Change vs previous 13F -402 shares

    <0.01% of the 13F portfolio, value $427,257.

    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 43,516 shares
    Change vs previous 13F +11,989 shares

    <0.01% of the 13F portfolio, value $266,752.

    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 31,527 shares
    Change vs previous 13F -886 shares

    <0.01% of the 13F portfolio, value $261,987.

    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 32,413 shares
    Change vs previous 13F +951 shares

    <0.01% of the 13F portfolio, value $472,578.

    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 31,462 shares
    Change vs previous 13F +9,099 shares

    <0.01% of the 13F portfolio, value $353,945.

    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 22,363 shares
    Change vs previous 13F +3,434 shares

    <0.01% of the 13F portfolio, value $127,469.

    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 18,929 shares
    Change vs previous 13F -4,988 shares

    <0.01% of the 13F portfolio, value $185,883.

    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 23,917 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $194,924.

    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).