Skip to content
Disclosery

LPL Financial LLC: EPI position timeline

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

LPL Financial LLC held 1,183,780 EPI 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 1,183,780 shares
    Change vs previous 13F -187,258 shares

    0.01% of the 13F portfolio, value $50,642,089.

    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 1,371,038 shares
    Change vs previous 13F -469,122 shares

    0.01% of the 13F portfolio, value $55,938,367.

    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 1,840,160 shares
    Change vs previous 13F +13,750 shares

    0.02% of the 13F portfolio, value $85,181,011.

    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 1,826,410 shares
    Change vs previous 13F -1,383 shares

    0.02% of the 13F portfolio, value $80,727,320.

    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 1,827,793 shares
    Change vs previous 13F +293,711 shares

    0.03% of the 13F portfolio, value $86,765,324.

    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 1,534,082 shares
    Change vs previous 13F -18,931 shares

    0.03% of the 13F portfolio, value $67,054,719.

    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 1,553,013 shares
    Change vs previous 13F -353,196 shares

    0.03% of the 13F portfolio, value $70,304,884.

    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 1,906,209 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $96,187,324.

    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).