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Disclosery

LPL Financial LLC: DOCT position timeline

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

LPL Financial LLC held 97,756 DOCT 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 97,756 shares
    Change vs previous 13F +46,502 shares

    <0.01% of the 13F portfolio, value $4,563,250.

    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 51,254 shares
    Change vs previous 13F -173 shares

    <0.01% of the 13F portfolio, value $2,225,864.

    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 51,427 shares
    Change vs previous 13F +18,058 shares

    <0.01% of the 13F portfolio, value $2,277,702.

    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 33,369 shares
    Change vs previous 13F +3,698 shares

    <0.01% of the 13F portfolio, value $1,441,644.

    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 29,671 shares
    Change vs previous 13F +14,296 shares

    <0.01% of the 13F portfolio, value $1,218,534.

    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 15,375 shares
    Change vs previous 13F +6,623 shares

    <0.01% of the 13F portfolio, value $589,631.

    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 8,752 shares
    Change vs previous 13F -205 shares

    <0.01% of the 13F portfolio, value $344,566.

    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 8,957 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $349,589.

    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).