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Disclosery

LPL Financial LLC: EFG position timeline

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

LPL Financial LLC held 8,635,516 EFG 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 8,635,516 shares
    Change vs previous 13F +728,872 shares

    0.24% of the 13F portfolio, value $1,074,430,834.

    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 7,906,644 shares
    Change vs previous 13F +5,750,000 shares

    0.23% of the 13F portfolio, value $880,562,879.

    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 2,156,644 shares
    Change vs previous 13F -480,302 shares

    0.07% of the 13F portfolio, value $245,684,888.

    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 2,636,946 shares
    Change vs previous 13F -3,437,379 shares

    0.09% of the 13F portfolio, value $300,295,315.

    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 6,074,325 shares
    Change vs previous 13F +325,135 shares

    0.23% of the 13F portfolio, value $680,324,325.

    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 5,749,190 shares
    Change vs previous 13F -3,402,761 shares

    0.22% of the 13F portfolio, value $574,918,955.

    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 9,151,951 shares
    Change vs previous 13F +2,871,169 shares

    0.36% of the 13F portfolio, value $886,183,281.

    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 6,280,782 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $676,126,208.

    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).