LPL Financial LLC: ESGU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on ESGU, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 1,291,785 ESGU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 1,291,785 sharesChange vs previous 13F +108,409 shares
0.05% of the 13F portfolio, value $211,426,521.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,183,376 sharesChange vs previous 13F +21,288 shares
0.04% of the 13F portfolio, value $167,352,957.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,162,088 sharesChange vs previous 13F -22,433 shares
0.05% of the 13F portfolio, value $173,127,812.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,184,521 sharesChange vs previous 13F +140,341 shares
0.05% of the 13F portfolio, value $172,466,266.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,044,180 sharesChange vs previous 13F -6,981 shares
0.05% of the 13F portfolio, value $141,277,552.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,051,161 sharesChange vs previous 13F -636,880 shares
0.05% of the 13F portfolio, value $128,147,048.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,688,041 sharesChange vs previous 13F +239,232 shares
0.09% of the 13F portfolio, value $217,453,447.
13F-HR 0001403438-25-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,448,809 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $182,810,756.
13F-HR 0001403438-24-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).