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Disclosery

LPL Financial LLC: EPRT position timeline

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

LPL Financial LLC held 44,089 EPRT 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 44,089 shares
    Change vs previous 13F +6,192 shares

    <0.01% of the 13F portfolio, value $1,316,052.

    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 37,897 shares
    Change vs previous 13F +1,160 shares

    <0.01% of the 13F portfolio, value $1,150,558.

    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 36,737 shares
    Change vs previous 13F +8,521 shares

    <0.01% of the 13F portfolio, value $1,089,613.

    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 28,216 shares
    Change vs previous 13F -3,509 shares

    <0.01% of the 13F portfolio, value $839,696.

    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 31,725 shares
    Change vs previous 13F +2,920 shares

    <0.01% of the 13F portfolio, value $1,012,329.

    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 28,805 shares
    Change vs previous 13F +2,402 shares

    <0.01% of the 13F portfolio, value $940,201.

    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 26,403 shares
    Change vs previous 13F +3,271 shares

    <0.01% of the 13F portfolio, value $825,897.

    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 23,132 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $789,952.

    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).