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LPL Financial LLC: EPS position timeline

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

LPL Financial LLC held 1,638,719 EPS 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 1,638,719 shares
    Change vs previous 13F +126,341 shares

    0.03% of the 13F portfolio, value $127,475,955.

    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 1,512,378 shares
    Change vs previous 13F +79,986 shares

    0.03% of the 13F portfolio, value $103,008,089.

    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 1,432,392 shares
    Change vs previous 13F +85,364 shares

    0.03% of the 13F portfolio, value $101,499,311.

    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 1,347,028 shares
    Change vs previous 13F +68,285 shares

    0.03% of the 13F portfolio, value $92,864,143.

    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 1,278,743 shares
    Change vs previous 13F +147,482 shares

    0.03% of the 13F portfolio, value $81,852,306.

    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 1,131,261 shares
    Change vs previous 13F +50,208 shares

    0.03% of the 13F portfolio, value $67,061,169.

    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 1,081,053 shares
    Change vs previous 13F +8,044 shares

    0.03% of the 13F portfolio, value $66,138,803.

    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 1,073,009 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $64,423,466.

    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).