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LPL Financial LLC: EC position timeline

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

LPL Financial LLC held 138,979 EC 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 138,979 shares
    Change vs previous 13F -32,223 shares

    <0.01% of the 13F portfolio, value $1,979,059.

    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 171,202 shares
    Change vs previous 13F +51,418 shares

    <0.01% of the 13F portfolio, value $2,566,315.

    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 119,784 shares
    Change vs previous 13F +2,036 shares

    <0.01% of the 13F portfolio, value $1,200,234.

    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 117,748 shares
    Change vs previous 13F +5,543 shares

    <0.01% of the 13F portfolio, value $1,084,457.

    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 112,205 shares
    Change vs previous 13F +10,115 shares

    <0.01% of the 13F portfolio, value $993,013.

    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 102,090 shares
    Change vs previous 13F +6,019 shares

    <0.01% of the 13F portfolio, value $1,065,816.

    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 96,071 shares
    Change vs previous 13F +45,324 shares

    <0.01% of the 13F portfolio, value $760,879.

    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 50,747 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $453,175.

    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).