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Disclosery

LPL Financial LLC: DTD position timeline

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

LPL Financial LLC held 917,128 DTD 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 917,128 shares
    Change vs previous 13F +16,051 shares

    0.02% of the 13F portfolio, value $85,519,247.

    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 901,077 shares
    Change vs previous 13F +62,545 shares

    0.02% of the 13F portfolio, value $77,817,007.

    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 838,532 shares
    Change vs previous 13F +39,238 shares

    0.02% of the 13F portfolio, value $71,174,561.

    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 799,294 shares
    Change vs previous 13F +34,362 shares

    0.02% of the 13F portfolio, value $67,140,681.

    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 764,932 shares
    Change vs previous 13F +17,099 shares

    0.02% of the 13F portfolio, value $60,827,391.

    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 747,833 shares
    Change vs previous 13F +44,618 shares

    0.02% of the 13F portfolio, value $57,545,763.

    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 703,215 shares
    Change vs previous 13F +45,555 shares

    0.02% of the 13F portfolio, value $53,347,414.

    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 657,660 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $50,428,383.

    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).