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Disclosery

LPL Financial LLC: EDV position timeline

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

LPL Financial LLC held 830,743 EDV 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 830,743 shares
    Change vs previous 13F -24,683 shares

    0.01% of the 13F portfolio, value $54,064,747.

    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 855,426 shares
    Change vs previous 13F -36,992 shares

    0.01% of the 13F portfolio, value $55,559,891.

    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 892,418 shares
    Change vs previous 13F +961 shares

    0.02% of the 13F portfolio, value $58,016,070.

    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 891,457 shares
    Change vs previous 13F +32,363 shares

    0.02% of the 13F portfolio, value $61,020,234.

    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 859,094 shares
    Change vs previous 13F +21,014 shares

    0.02% of the 13F portfolio, value $57,817,056.

    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 838,080 shares
    Change vs previous 13F +187,835 shares

    0.02% of the 13F portfolio, value $59,595,885.

    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 650,245 shares
    Change vs previous 13F +53,085 shares

    0.02% of the 13F portfolio, value $44,034,622.

    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 597,160 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $47,581,720.

    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).