Skip to content

LPL Financial LLC: DVYE position timeline

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

LPL Financial LLC held 1,247,417 DVYE 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 1,247,417 shares
    Change vs previous 13F +205,165 shares

    0.01% of the 13F portfolio, value $40,204,243.

    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 1,042,252 shares
    Change vs previous 13F +308,511 shares

    0.01% of the 13F portfolio, value $35,832,629.

    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 733,741 shares
    Change vs previous 13F +106,572 shares

    0.01% of the 13F portfolio, value $22,863,367.

    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 627,169 shares
    Change vs previous 13F +185,951 shares

    0.01% of the 13F portfolio, value $18,620,657.

    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 441,218 shares
    Change vs previous 13F +207,728 shares

    <0.01% of the 13F portfolio, value $12,640,892.

    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 233,490 shares
    Change vs previous 13F +24,798 shares

    <0.01% of the 13F portfolio, value $6,371,939.

    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 208,692 shares
    Change vs previous 13F -2,902 shares

    <0.01% of the 13F portfolio, value $5,390,521.

    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 211,594 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,072,752.

    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).