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Disclosery

LPL Financial LLC: ED position timeline

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

LPL Financial LLC held 846,852 ED 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 846,852 shares
    Change vs previous 13F -3,013 shares

    0.02% of the 13F portfolio, value $93,687,246.

    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 849,865 shares
    Change vs previous 13F -82,814 shares

    0.03% of the 13F portfolio, value $96,187,716.

    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 932,679 shares
    Change vs previous 13F +164,882 shares

    0.03% of the 13F portfolio, value $92,633,692.

    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 767,797 shares
    Change vs previous 13F +59,581 shares

    0.02% of the 13F portfolio, value $77,178,926.

    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 708,216 shares
    Change vs previous 13F +30,018 shares

    0.02% of the 13F portfolio, value $71,069,514.

    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 678,198 shares
    Change vs previous 13F -5,402 shares

    0.03% of the 13F portfolio, value $75,001,817.

    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 683,600 shares
    Change vs previous 13F +54,329 shares

    0.02% of the 13F portfolio, value $60,997,650.

    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 629,271 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $65,526,001.

    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).