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Disclosery

LPL Financial LLC: DTE position timeline

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

LPL Financial LLC held 217,291 DTE 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 217,291 shares
    Change vs previous 13F +7,780 shares

    0.01% of the 13F portfolio, value $33,108,541.

    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 209,511 shares
    Change vs previous 13F -3,080 shares

    0.01% of the 13F portfolio, value $30,634,702.

    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 212,591 shares
    Change vs previous 13F -45,357 shares

    0.01% of the 13F portfolio, value $27,420,022.

    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 257,948 shares
    Change vs previous 13F +15,278 shares

    0.01% of the 13F portfolio, value $36,481,490.

    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 242,670 shares
    Change vs previous 13F +57,016 shares

    0.01% of the 13F portfolio, value $32,144,082.

    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 185,654 shares
    Change vs previous 13F -4,080 shares

    0.01% of the 13F portfolio, value $25,670,387.

    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 189,734 shares
    Change vs previous 13F +11,760 shares

    0.01% of the 13F portfolio, value $22,910,361.

    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 177,974 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $22,853,652.

    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).