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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

  1. period ended2026-06-30
    13F 5,632,580 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,398,936 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,940,167 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,785,943 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,293,341 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,032,779 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,628,407 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,102,563 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).