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LPL Financial LLC: EDIV position timeline

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

LPL Financial LLC held 2,147,252 EDIV 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 2,147,252 shares
    Change vs previous 13F +402,510 shares

    0.02% of the 13F portfolio, value $87,946,066.

    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 1,744,742 shares
    Change vs previous 13F +259,811 shares

    0.02% of the 13F portfolio, value $68,882,407.

    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 1,484,931 shares
    Change vs previous 13F +179,405 shares

    0.02% of the 13F portfolio, value $58,135,053.

    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 1,305,526 shares
    Change vs previous 13F +232,464 shares

    0.01% of the 13F portfolio, value $50,719,676.

    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 1,073,062 shares
    Change vs previous 13F +219,424 shares

    0.01% of the 13F portfolio, value $40,905,132.

    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 853,638 shares
    Change vs previous 13F +91,519 shares

    0.01% of the 13F portfolio, value $30,474,864.

    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 762,119 shares
    Change vs previous 13F +305,859 shares

    0.01% of the 13F portfolio, value $26,883,745.

    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 456,260 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $17,187,308.

    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).