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LPL Financial LLC: ETD position timeline

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

LPL Financial LLC held 17,855 ETD 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 17,855 shares
    Change vs previous 13F -1,614 shares

    <0.01% of the 13F portfolio, value $398,882.

    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 19,469 shares
    Change vs previous 13F -958 shares

    <0.01% of the 13F portfolio, value $433,376.

    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 20,427 shares
    Change vs previous 13F -2,801 shares

    <0.01% of the 13F portfolio, value $466,553.

    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 23,228 shares
    Change vs previous 13F +2,097 shares

    <0.01% of the 13F portfolio, value $684,303.

    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 21,131 shares
    Change vs previous 13F +7,658 shares

    <0.01% of the 13F portfolio, value $588,511.

    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 13,473 shares
    Change vs previous 13F -21,964 shares

    <0.01% of the 13F portfolio, value $373,203.

    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 35,437 shares
    Change vs previous 13F -2,075 shares

    <0.01% of the 13F portfolio, value $996,123.

    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 37,512 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,196,242.

    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).