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Disclosery

LPL Financial LLC: EPRF position timeline

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

LPL Financial LLC held 62,268 EPRF 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 62,268 shares
    Change vs previous 13F -8,464 shares

    <0.01% of the 13F portfolio, value $1,026,076.

    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 70,732 shares
    Change vs previous 13F -6,057 shares

    <0.01% of the 13F portfolio, value $1,173,450.

    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 76,789 shares
    Change vs previous 13F -6,202 shares

    <0.01% of the 13F portfolio, value $1,350,712.

    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 82,991 shares
    Change vs previous 13F +23,645 shares

    <0.01% of the 13F portfolio, value $1,517,128.

    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 59,346 shares
    Change vs previous 13F +1,940 shares

    <0.01% of the 13F portfolio, value $1,046,252.

    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 57,406 shares
    Change vs previous 13F +3,003 shares

    <0.01% of the 13F portfolio, value $1,014,056.

    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 54,403 shares
    Change vs previous 13F +167 shares

    <0.01% of the 13F portfolio, value $988,599.

    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 54,236 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,065,738.

    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).