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Disclosery

LPL Financial LLC: DV position timeline

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

LPL Financial LLC held 24,254 DV 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 24,254 shares
    Change vs previous 13F +1,309 shares

    <0.01% of the 13F portfolio, value $262,913.

    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 22,945 shares
    Change vs previous 13F +551 shares

    <0.01% of the 13F portfolio, value $217,978.

    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 22,394 shares
    Change vs previous 13F -46,785 shares

    <0.01% of the 13F portfolio, value $256,187.

    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 69,179 shares
    Change vs previous 13F -6,663 shares

    <0.01% of the 13F portfolio, value $828,764.

    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 75,842 shares
    Change vs previous 13F -5,656 shares

    <0.01% of the 13F portfolio, value $1,135,355.

    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 81,498 shares
    Change vs previous 13F +50,375 shares

    <0.01% of the 13F portfolio, value $1,089,628.

    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 31,123 shares
    Change vs previous 13F +4,123 shares

    <0.01% of the 13F portfolio, value $597,873.

    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 27,000 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $454,680.

    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).