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Disclosery

LPL Financial LLC: EIS position timeline

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

LPL Financial LLC held 35,087 EIS 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 35,087 shares
    Change vs previous 13F +2,338 shares

    <0.01% of the 13F portfolio, value $4,235,382.

    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 32,749 shares
    Change vs previous 13F -25,383 shares

    <0.01% of the 13F portfolio, value $3,800,216.

    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 58,132 shares
    Change vs previous 13F +31,202 shares

    <0.01% of the 13F portfolio, value $6,396,315.

    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 26,930 shares
    Change vs previous 13F +7,861 shares

    <0.01% of the 13F portfolio, value $2,701,050.

    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 19,069 shares
    Change vs previous 13F +3,151 shares

    <0.01% of the 13F portfolio, value $1,809,243.

    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 15,918 shares
    Change vs previous 13F -1,268 shares

    <0.01% of the 13F portfolio, value $1,183,631.

    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 17,186 shares
    Change vs previous 13F +372 shares

    <0.01% of the 13F portfolio, value $1,324,175.

    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 16,814 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,135,292.

    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).