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Disclosery

LPL Financial LLC: DOX position timeline

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

LPL Financial LLC held 197,238 DOX 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 197,238 shares
    Change vs previous 13F +36,791 shares

    <0.01% of the 13F portfolio, value $9,968,432.

    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 160,447 shares
    Change vs previous 13F +46,730 shares

    <0.01% of the 13F portfolio, value $10,470,774.

    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 113,717 shares
    Change vs previous 13F -3,093 shares

    <0.01% of the 13F portfolio, value $9,155,410.

    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 116,810 shares
    Change vs previous 13F -47,876 shares

    <0.01% of the 13F portfolio, value $9,584,267.

    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 164,686 shares
    Change vs previous 13F +35,272 shares

    0.01% of the 13F portfolio, value $15,025,953.

    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 129,414 shares
    Change vs previous 13F +6,399 shares

    <0.01% of the 13F portfolio, value $11,841,361.

    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 123,015 shares
    Change vs previous 13F +24,947 shares

    <0.01% of the 13F portfolio, value $10,473,448.

    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 98,068 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,578,950.

    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).