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Disclosery

LPL Financial LLC: DT position timeline

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

LPL Financial LLC held 94,711 DT 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 94,711 shares
    Change vs previous 13F -46,042 shares

    <0.01% of the 13F portfolio, value $4,158,760.

    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 140,753 shares
    Change vs previous 13F -101,212 shares

    <0.01% of the 13F portfolio, value $5,205,046.

    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 241,965 shares
    Change vs previous 13F -5,495 shares

    <0.01% of the 13F portfolio, value $10,486,748.

    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 247,460 shares
    Change vs previous 13F +15,600 shares

    <0.01% of the 13F portfolio, value $11,989,420.

    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 231,860 shares
    Change vs previous 13F +9,172 shares

    <0.01% of the 13F portfolio, value $12,800,971.

    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 222,688 shares
    Change vs previous 13F +18,600 shares

    <0.01% of the 13F portfolio, value $10,267,713.

    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 204,088 shares
    Change vs previous 13F +40,004 shares

    <0.01% of the 13F portfolio, value $10,967,459.

    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 164,084 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,773,553.

    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).