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Disclosery

LPL Financial LLC: EES position timeline

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

LPL Financial LLC held 595,597 EES 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 595,597 shares
    Change vs previous 13F +808 shares

    0.01% of the 13F portfolio, value $40,375,516.

    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 594,789 shares
    Change vs previous 13F +14,599 shares

    0.01% of the 13F portfolio, value $34,526,718.

    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 580,190 shares
    Change vs previous 13F +28,914 shares

    0.01% of the 13F portfolio, value $33,030,203.

    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 551,276 shares
    Change vs previous 13F +40,314 shares

    0.01% of the 13F portfolio, value $30,799,798.

    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 510,962 shares
    Change vs previous 13F +36,233 shares

    0.01% of the 13F portfolio, value $26,038,638.

    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 474,729 shares
    Change vs previous 13F +78,901 shares

    0.01% of the 13F portfolio, value $23,185,769.

    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 395,828 shares
    Change vs previous 13F +30,392 shares

    0.01% of the 13F portfolio, value $21,350,956.

    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 365,436 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $19,276,737.

    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).