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Disclosery

LPL Financial LLC: DOUG position timeline

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

LPL Financial LLC held 43,397 DOUG 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 43,397 shares
    Change vs previous 13F -9,794 shares

    <0.01% of the 13F portfolio, value $76,813.

    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 53,191 shares
    Change vs previous 13F -35,121 shares

    <0.01% of the 13F portfolio, value $87,234.

    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 88,312 shares
    Change vs previous 13F +33,060 shares

    <0.01% of the 13F portfolio, value $209,300.

    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 55,252 shares
    Change vs previous 13F +31,028 shares

    <0.01% of the 13F portfolio, value $158,021.

    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 24,224 shares
    Change vs previous 13F -15,501 shares

    <0.01% of the 13F portfolio, value $56,199.

    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 39,725 shares
    Change vs previous 13F +15,712 shares

    <0.01% of the 13F portfolio, value $68,326.

    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 24,013 shares
    Change vs previous 13F -74 shares

    <0.01% of the 13F portfolio, value $40,101.

    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 24,087 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $44,079.

    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).