Skip to content
Disclosery

LPL Financial LLC: DOCS position timeline

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

LPL Financial LLC held 36,989 DOCS 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 36,989 shares
    Change vs previous 13F -46,131 shares

    <0.01% of the 13F portfolio, value $767,136.

    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 83,120 shares
    Change vs previous 13F +4,630 shares

    <0.01% of the 13F portfolio, value $1,936,678.

    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 78,490 shares
    Change vs previous 13F -9,837 shares

    <0.01% of the 13F portfolio, value $3,475,526.

    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 88,327 shares
    Change vs previous 13F +865 shares

    <0.01% of the 13F portfolio, value $6,461,115.

    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 87,462 shares
    Change vs previous 13F -19,763 shares

    <0.01% of the 13F portfolio, value $5,364,915.

    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 107,225 shares
    Change vs previous 13F +31,468 shares

    <0.01% of the 13F portfolio, value $6,222,245.

    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 75,757 shares
    Change vs previous 13F +3,967 shares

    <0.01% of the 13F portfolio, value $4,044,656.

    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 71,790 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,127,882.

    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).