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Disclosery

LPL Financial LLC: EFAS position timeline

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

LPL Financial LLC held 28,535 EFAS 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 28,535 shares
    Change vs previous 13F -2,351 shares

    <0.01% of the 13F portfolio, value $609,508.

    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 30,886 shares
    Change vs previous 13F -5,564 shares

    <0.01% of the 13F portfolio, value $654,310.

    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 36,450 shares
    Change vs previous 13F -9,725 shares

    <0.01% of the 13F portfolio, value $707,312.

    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 46,175 shares
    Change vs previous 13F -2,443 shares

    <0.01% of the 13F portfolio, value $872,476.

    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 48,618 shares
    Change vs previous 13F -2,918 shares

    <0.01% of the 13F portfolio, value $884,848.

    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 51,536 shares
    Change vs previous 13F +30,718 shares

    <0.01% of the 13F portfolio, value $821,476.

    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 20,818 shares
    Change vs previous 13F -6,423 shares

    <0.01% of the 13F portfolio, value $290,196.

    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 27,241 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $420,321.

    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).