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Disclosery

LPL Financial LLC: EFIV position timeline

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

LPL Financial LLC held 346,408 EFIV 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 346,408 shares
    Change vs previous 13F +24,256 shares

    0.01% of the 13F portfolio, value $25,263,567.

    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 322,152 shares
    Change vs previous 13F -5,893 shares

    0.01% of the 13F portfolio, value $20,321,495.

    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 328,045 shares
    Change vs previous 13F +4,307 shares

    0.01% of the 13F portfolio, value $21,700,145.

    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 323,738 shares
    Change vs previous 13F +5,896 shares

    0.01% of the 13F portfolio, value $20,586,503.

    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 317,842 shares
    Change vs previous 13F -39,213 shares

    0.01% of the 13F portfolio, value $18,609,646.

    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 357,055 shares
    Change vs previous 13F -1,401 shares

    0.01% of the 13F portfolio, value $19,102,460.

    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 358,456 shares
    Change vs previous 13F +76,634 shares

    0.01% of the 13F portfolio, value $20,245,579.

    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 281,822 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $15,714,421.

    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).