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Disclosery

LPL Financial LLC: EFAD position timeline

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

LPL Financial LLC held 18,174 EFAD 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 18,174 shares
    Change vs previous 13F +825 shares

    <0.01% of the 13F portfolio, value $778,594.

    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 17,349 shares
    Change vs previous 13F -1,034 shares

    <0.01% of the 13F portfolio, value $710,300.

    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 18,383 shares
    Change vs previous 13F +181 shares

    <0.01% of the 13F portfolio, value $766,368.

    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 18,202 shares
    Change vs previous 13F +1,937 shares

    <0.01% of the 13F portfolio, value $767,224.

    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 16,265 shares
    Change vs previous 13F -279 shares

    <0.01% of the 13F portfolio, value $698,142.

    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 16,544 shares
    Change vs previous 13F -176 shares

    <0.01% of the 13F portfolio, value $641,733.

    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 16,720 shares
    Change vs previous 13F -237 shares

    <0.01% of the 13F portfolio, value $618,636.

    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 16,957 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $709,385.

    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).