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Disclosery

LPL Financial LLC: EPP position timeline

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

LPL Financial LLC held 48,783 EPP 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 48,783 shares
    Change vs previous 13F -39,978 shares

    <0.01% of the 13F portfolio, value $2,598,181.

    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 88,761 shares
    Change vs previous 13F +43,368 shares

    <0.01% of the 13F portfolio, value $4,716,771.

    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 45,393 shares
    Change vs previous 13F -34,090 shares

    <0.01% of the 13F portfolio, value $2,290,968.

    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 79,483 shares
    Change vs previous 13F -11,840 shares

    <0.01% of the 13F portfolio, value $4,098,128.

    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 91,323 shares
    Change vs previous 13F +20,670 shares

    <0.01% of the 13F portfolio, value $4,508,637.

    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 70,653 shares
    Change vs previous 13F -40,979 shares

    <0.01% of the 13F portfolio, value $3,115,796.

    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 111,632 shares
    Change vs previous 13F -2,594 shares

    <0.01% of the 13F portfolio, value $4,890,607.

    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 114,226 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,578,808.

    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).