LPL Financial LLC: DSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on DSI, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 1,229,365 DSI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 1,229,365 sharesChange vs previous 13F -3,494 shares
0.04% of the 13F portfolio, value $175,049,225.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,232,859 sharesChange vs previous 13F -25,906 shares
0.04% of the 13F portfolio, value $149,410,217.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,258,765 sharesChange vs previous 13F +45,080 shares
0.04% of the 13F portfolio, value $162,166,738.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,213,685 sharesChange vs previous 13F +50,949 shares
0.04% of the 13F portfolio, value $152,863,596.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,162,736 sharesChange vs previous 13F +152,319 shares
0.05% of the 13F portfolio, value $135,063,449.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,010,417 sharesChange vs previous 13F +4,703 shares
0.04% of the 13F portfolio, value $103,476,806.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,005,714 sharesChange vs previous 13F +187,597 shares
0.05% of the 13F portfolio, value $110,879,980.
13F-HR 0001403438-25-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 818,117 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $89,002,995.
13F-HR 0001403438-24-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).