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Disclosery

LPL Financial LLC: EOI position timeline

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

LPL Financial LLC held 374,206 EOI 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 374,206 shares
    Change vs previous 13F +18,995 shares

    <0.01% of the 13F portfolio, value $7,356,894.

    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 355,211 shares
    Change vs previous 13F +96,094 shares

    <0.01% of the 13F portfolio, value $6,670,864.

    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 259,117 shares
    Change vs previous 13F +14,370 shares

    <0.01% of the 13F portfolio, value $5,327,452.

    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 244,747 shares
    Change vs previous 13F +29,568 shares

    <0.01% of the 13F portfolio, value $5,139,678.

    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 215,179 shares
    Change vs previous 13F +65,660 shares

    <0.01% of the 13F portfolio, value $4,501,549.

    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 149,519 shares
    Change vs previous 13F +23,559 shares

    <0.01% of the 13F portfolio, value $2,804,971.

    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 125,960 shares
    Change vs previous 13F +2,719 shares

    <0.01% of the 13F portfolio, value $2,616,191.

    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 123,241 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,493,165.

    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).