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Disclosery

LPL Financial LLC: DTCR position timeline

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

LPL Financial LLC held 4,352,569 DTCR 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 4,352,569 shares
    Change vs previous 13F +1,299,105 shares

    0.03% of the 13F portfolio, value $132,187,515.

    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 3,053,464 shares
    Change vs previous 13F +1,348,937 shares

    0.02% of the 13F portfolio, value $73,161,003.

    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 1,704,527 shares
    Change vs previous 13F +355,910 shares

    0.01% of the 13F portfolio, value $35,965,515.

    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 1,348,617 shares
    Change vs previous 13F +546,971 shares

    0.01% of the 13F portfolio, value $27,619,681.

    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 801,646 shares
    Change vs previous 13F -35,551 shares

    <0.01% of the 13F portfolio, value $14,942,686.

    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 837,197 shares
    Change vs previous 13F +337,025 shares

    0.01% of the 13F portfolio, value $13,612,825.

    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 500,172 shares
    Change vs previous 13F +177,825 shares

    <0.01% of the 13F portfolio, value $8,277,846.

    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 322,347 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,679,752.

    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).