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Disclosery

LPL Financial LLC: DSEP position timeline

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

LPL Financial LLC held 77,466 DSEP 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 77,466 shares
    Change vs previous 13F +9,920 shares

    <0.01% of the 13F portfolio, value $3,674,963.

    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 67,546 shares
    Change vs previous 13F -1,411 shares

    <0.01% of the 13F portfolio, value $2,969,408.

    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 68,957 shares
    Change vs previous 13F -650 shares

    <0.01% of the 13F portfolio, value $3,096,567.

    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 69,607 shares
    Change vs previous 13F +19,597 shares

    <0.01% of the 13F portfolio, value $3,076,607.

    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 50,010 shares
    Change vs previous 13F +4,639 shares

    <0.01% of the 13F portfolio, value $2,120,393.

    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 45,371 shares
    Change vs previous 13F -1,906 shares

    <0.01% of the 13F portfolio, value $1,800,111.

    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 47,277 shares
    Change vs previous 13F -7,639 shares

    <0.01% of the 13F portfolio, value $1,916,915.

    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 54,916 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,199,366.

    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).