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LPL Financial LLC: DVA position timeline

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

LPL Financial LLC held 48,449 DVA 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 48,449 shares
    Change vs previous 13F +30,256 shares

    <0.01% of the 13F portfolio, value $10,778,934.

    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 18,193 shares
    Change vs previous 13F +842 shares

    <0.01% of the 13F portfolio, value $2,796,082.

    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 17,351 shares
    Change vs previous 13F -19,377 shares

    <0.01% of the 13F portfolio, value $1,971,247.

    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 36,728 shares
    Change vs previous 13F +17,370 shares

    <0.01% of the 13F portfolio, value $4,880,049.

    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 19,358 shares
    Change vs previous 13F +669 shares

    <0.01% of the 13F portfolio, value $2,757,547.

    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 18,689 shares
    Change vs previous 13F +4,968 shares

    <0.01% of the 13F portfolio, value $2,858,856.

    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 13,721 shares
    Change vs previous 13F -4,836 shares

    <0.01% of the 13F portfolio, value $2,051,976.

    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 18,557 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,042,049.

    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).