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LPL Financial LLC: DVLU position timeline

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

LPL Financial LLC held 85,942 DVLU 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 85,942 shares
    Change vs previous 13F +22,611 shares

    <0.01% of the 13F portfolio, value $3,408,029.

    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 63,331 shares
    Change vs previous 13F +4,977 shares

    <0.01% of the 13F portfolio, value $2,166,338.

    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 58,354 shares
    Change vs previous 13F +15,884 shares

    <0.01% of the 13F portfolio, value $2,085,425.

    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 42,470 shares
    Change vs previous 13F -4,490 shares

    <0.01% of the 13F portfolio, value $1,427,170.

    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 46,960 shares
    Change vs previous 13F -1,987 shares

    <0.01% of the 13F portfolio, value $1,402,226.

    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 48,947 shares
    Change vs previous 13F -932 shares

    <0.01% of the 13F portfolio, value $1,391,563.

    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 49,879 shares
    Change vs previous 13F +7,850 shares

    <0.01% of the 13F portfolio, value $1,453,209.

    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 42,029 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,295,708.

    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).