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Disclosery

LPL Financial LLC: ESG position timeline

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

LPL Financial LLC held 54,996 ESG 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 54,996 shares
    Change vs previous 13F +33 shares

    <0.01% of the 13F portfolio, value $9,667,747.

    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 54,963 shares
    Change vs previous 13F +3,976 shares

    <0.01% of the 13F portfolio, value $8,340,086.

    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 50,987 shares
    Change vs previous 13F +5,423 shares

    <0.01% of the 13F portfolio, value $8,068,600.

    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 45,564 shares
    Change vs previous 13F +2,989 shares

    <0.01% of the 13F portfolio, value $7,026,943.

    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 42,575 shares
    Change vs previous 13F -227 shares

    <0.01% of the 13F portfolio, value $6,251,133.

    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 42,802 shares
    Change vs previous 13F +509 shares

    <0.01% of the 13F portfolio, value $5,750,449.

    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 42,293 shares
    Change vs previous 13F -840 shares

    <0.01% of the 13F portfolio, value $5,827,277.

    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 43,133 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,859,618.

    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).