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LPL Financial LLC: EFT position timeline

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

LPL Financial LLC held 138,067 EFT 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 138,067 shares
    Change vs previous 13F +9,349 shares

    <0.01% of the 13F portfolio, value $1,491,124.

    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 128,718 shares
    Change vs previous 13F -39,041 shares

    <0.01% of the 13F portfolio, value $1,381,141.

    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 167,759 shares
    Change vs previous 13F -105,944 shares

    <0.01% of the 13F portfolio, value $1,894,001.

    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 273,703 shares
    Change vs previous 13F -36,111 shares

    <0.01% of the 13F portfolio, value $3,221,479.

    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 309,814 shares
    Change vs previous 13F +26,525 shares

    <0.01% of the 13F portfolio, value $3,866,474.

    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 283,289 shares
    Change vs previous 13F +117,717 shares

    <0.01% of the 13F portfolio, value $3,555,281.

    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 165,572 shares
    Change vs previous 13F +5,631 shares

    <0.01% of the 13F portfolio, value $2,124,288.

    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 159,941 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,060,037.

    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).