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Disclosery

LPL Financial LLC: DVAL position timeline

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

LPL Financial LLC held 152,380 DVAL 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 152,380 shares
    Change vs previous 13F -9,563 shares

    <0.01% of the 13F portfolio, value $2,390,307.

    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 161,943 shares
    Change vs previous 13F +3,216 shares

    <0.01% of the 13F portfolio, value $2,388,717.

    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 158,727 shares
    Change vs previous 13F +8,828 shares

    <0.01% of the 13F portfolio, value $2,284,396.

    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 149,899 shares
    Change vs previous 13F -14,908 shares

    <0.01% of the 13F portfolio, value $2,178,856.

    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 164,807 shares
    Change vs previous 13F +1,405 shares

    <0.01% of the 13F portfolio, value $2,332,578.

    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 163,402 shares
    Change vs previous 13F -8,690 shares

    <0.01% of the 13F portfolio, value $2,209,780.

    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 172,092 shares
    Change vs previous 13F -29,081 shares

    <0.01% of the 13F portfolio, value $2,323,239.

    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 201,173 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,854,061.

    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).