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Disclosery

LPL Financial LLC: EQAL position timeline

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

LPL Financial LLC held 228,655 EQAL 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 228,655 shares
    Change vs previous 13F +3,060 shares

    <0.01% of the 13F portfolio, value $13,548,699.

    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 225,595 shares
    Change vs previous 13F +23,016 shares

    <0.01% of the 13F portfolio, value $12,430,299.

    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 202,579 shares
    Change vs previous 13F -8,175 shares

    <0.01% of the 13F portfolio, value $10,663,767.

    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 210,754 shares
    Change vs previous 13F +1,014 shares

    <0.01% of the 13F portfolio, value $10,959,207.

    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 209,740 shares
    Change vs previous 13F -15,223 shares

    <0.01% of the 13F portfolio, value $10,327,620.

    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 224,963 shares
    Change vs previous 13F +4,496 shares

    <0.01% of the 13F portfolio, value $10,631,740.

    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 220,467 shares
    Change vs previous 13F +5,571 shares

    <0.01% of the 13F portfolio, value $10,648,577.

    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 214,896 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,454,695.

    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).