Skip to content
Disclosery

LPL Financial LLC: EPR position timeline

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

LPL Financial LLC held 90,033 EPR 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 90,033 shares
    Change vs previous 13F -594 shares

    <0.01% of the 13F portfolio, value $5,222,794.

    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 90,627 shares
    Change vs previous 13F +5,024 shares

    <0.01% of the 13F portfolio, value $4,527,745.

    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 85,603 shares
    Change vs previous 13F +3,198 shares

    <0.01% of the 13F portfolio, value $4,271,610.

    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 82,405 shares
    Change vs previous 13F -3,193 shares

    <0.01% of the 13F portfolio, value $4,780,306.

    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 85,598 shares
    Change vs previous 13F +9,038 shares

    <0.01% of the 13F portfolio, value $4,986,958.

    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 76,560 shares
    Change vs previous 13F +2,753 shares

    <0.01% of the 13F portfolio, value $4,027,806.

    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 73,807 shares
    Change vs previous 13F +4,005 shares

    <0.01% of the 13F portfolio, value $3,268,173.

    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 69,802 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,423,109.

    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).