LPL Financial LLC: DOC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on DOC, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 5,632,580 DOC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 5,632,580 sharesChange vs previous 13F +233,644 shares
0.03% of the 13F portfolio, value $120,537,219.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,398,936 sharesChange vs previous 13F +458,769 shares
0.02% of the 13F portfolio, value $88,704,516.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,940,167 sharesChange vs previous 13F +154,224 shares
0.02% of the 13F portfolio, value $79,437,884.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,785,943 sharesChange vs previous 13F +492,602 shares
0.03% of the 13F portfolio, value $91,650,822.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,293,341 sharesChange vs previous 13F +260,562 shares
0.03% of the 13F portfolio, value $75,176,404.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,032,779 sharesChange vs previous 13F +404,372 shares
0.03% of the 13F portfolio, value $81,542,793.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,628,407 sharesChange vs previous 13F +525,844 shares
0.03% of the 13F portfolio, value $73,547,805.
13F-HR 0001403438-25-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,102,563 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $70,955,624.
13F-HR 0001403438-24-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).