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LPL Financial LLC: EARN position timeline

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

LPL Financial LLC held 19,556 EARN 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 19,556 shares
    Change vs previous 13F -8,037 shares

    <0.01% of the 13F portfolio, value $86,438.

    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 27,593 shares
    Change vs previous 13F +5,560 shares

    <0.01% of the 13F portfolio, value $122,237.

    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 22,033 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $116,114.

    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 22,033 shares
    Change vs previous 13F -16,658 shares

    <0.01% of the 13F portfolio, value $120,080.

    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 38,691 shares
    Change vs previous 13F +6,543 shares

    <0.01% of the 13F portfolio, value $222,473.

    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 32,148 shares
    Change vs previous 13F +1,606 shares

    <0.01% of the 13F portfolio, value $173,921.

    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 30,542 shares
    Change vs previous 13F -3,029 shares

    <0.01% of the 13F portfolio, value $202,188.

    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 33,571 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $234,326.

    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).