Skip to content

LPL Financial LLC: EFAX position timeline

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

LPL Financial LLC held 122,389 EFAX 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 122,389 shares
    Change vs previous 13F +2,615 shares

    <0.01% of the 13F portfolio, value $6,623,840.

    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 119,774 shares
    Change vs previous 13F -30 shares

    <0.01% of the 13F portfolio, value $5,960,659.

    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 119,804 shares
    Change vs previous 13F +613 shares

    <0.01% of the 13F portfolio, value $6,046,050.

    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 119,191 shares
    Change vs previous 13F -12,973 shares

    <0.01% of the 13F portfolio, value $5,877,815.

    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 132,164 shares
    Change vs previous 13F -16,110 shares

    <0.01% of the 13F portfolio, value $6,259,268.

    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 148,274 shares
    Change vs previous 13F -11,568 shares

    <0.01% of the 13F portfolio, value $6,369,861.

    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 159,842 shares
    Change vs previous 13F +871 shares

    <0.01% of the 13F portfolio, value $6,363,308.

    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 158,971 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,953,362.

    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).