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LPL Financial LLC: DSMC position timeline

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

LPL Financial LLC held 17,885 DSMC 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 17,885 shares
    Change vs previous 13F -753 shares

    <0.01% of the 13F portfolio, value $721,844.

    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 18,638 shares
    Change vs previous 13F -2,336 shares

    <0.01% of the 13F portfolio, value $697,498.

    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 20,974 shares
    Change vs previous 13F -2,581 shares

    <0.01% of the 13F portfolio, value $743,959.

    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 23,555 shares
    Change vs previous 13F -13,222 shares

    <0.01% of the 13F portfolio, value $845,135.

    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 36,777 shares
    Change vs previous 13F -19,405 shares

    <0.01% of the 13F portfolio, value $1,195,972.

    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 56,182 shares
    Change vs previous 13F -5,785 shares

    <0.01% of the 13F portfolio, value $1,772,189.

    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 61,967 shares
    Change vs previous 13F +8,573 shares

    <0.01% of the 13F portfolio, value $2,165,849.

    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 53,394 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,925,384.

    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).