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Disclosery

LPL Financial LLC: EFV position timeline

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

LPL Financial LLC held 13,493,721 EFV 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 13,493,721 shares
    Change vs previous 13F -7,354,790 shares

    0.23% of the 13F portfolio, value $1,032,944,212.

    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 20,848,511 shares
    Change vs previous 13F +1,312,413 shares

    0.41% of the 13F portfolio, value $1,550,086,670.

    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 19,536,098 shares
    Change vs previous 13F -1,195,299 shares

    0.38% of the 13F portfolio, value $1,395,072,608.

    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 20,731,397 shares
    Change vs previous 13F -1,972,705 shares

    0.41% of the 13F portfolio, value $1,406,210,507.

    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 22,704,102 shares
    Change vs previous 13F +7,646,102 shares

    0.48% of the 13F portfolio, value $1,441,256,322.

    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 15,058,000 shares
    Change vs previous 13F -2,137,268 shares

    0.35% of the 13F portfolio, value $887,518,447.

    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 17,195,268 shares
    Change vs previous 13F +4,421,879 shares

    0.37% of the 13F portfolio, value $902,235,619.

    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 12,773,389 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $734,853,080.

    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).