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Disclosery

LPL Financial LLC: EPOL position timeline

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

LPL Financial LLC held 250,304 EPOL 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 250,304 shares
    Change vs previous 13F +48,762 shares

    <0.01% of the 13F portfolio, value $9,664,256.

    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 201,542 shares
    Change vs previous 13F -7,945 shares

    <0.01% of the 13F portfolio, value $7,338,134.

    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 209,487 shares
    Change vs previous 13F -14,401 shares

    <0.01% of the 13F portfolio, value $7,371,864.

    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 223,888 shares
    Change vs previous 13F -68,510 shares

    <0.01% of the 13F portfolio, value $7,209,179.

    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 292,398 shares
    Change vs previous 13F +106,354 shares

    <0.01% of the 13F portfolio, value $9,432,772.

    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 186,044 shares
    Change vs previous 13F +29,225 shares

    <0.01% of the 13F portfolio, value $5,211,082.

    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 156,819 shares
    Change vs previous 13F -343,152 shares

    <0.01% of the 13F portfolio, value $3,272,807.

    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 499,971 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,119,293.

    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).