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Disclosery

LPL Financial LLC: DOL position timeline

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

LPL Financial LLC held 253,339 DOL 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 253,339 shares
    Change vs previous 13F +14,628 shares

    <0.01% of the 13F portfolio, value $18,839,418.

    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 238,711 shares
    Change vs previous 13F +1,587 shares

    <0.01% of the 13F portfolio, value $16,229,121.

    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 237,124 shares
    Change vs previous 13F +18,688 shares

    <0.01% of the 13F portfolio, value $15,614,618.

    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 218,436 shares
    Change vs previous 13F +18,524 shares

    <0.01% of the 13F portfolio, value $13,598,646.

    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 199,912 shares
    Change vs previous 13F +15,186 shares

    <0.01% of the 13F portfolio, value $11,908,129.

    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 184,726 shares
    Change vs previous 13F -20,958 shares

    <0.01% of the 13F portfolio, value $10,172,882.

    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 205,684 shares
    Change vs previous 13F +13,151 shares

    <0.01% of the 13F portfolio, value $10,169,007.

    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 192,533 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,390,227.

    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).