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LPL Financial LLC: ETHO position timeline

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

LPL Financial LLC held 43,053 ETHO 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 43,053 shares
    Change vs previous 13F +3,386 shares

    <0.01% of the 13F portfolio, value $3,470,539.

    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 39,667 shares
    Change vs previous 13F +277 shares

    <0.01% of the 13F portfolio, value $2,621,120.

    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 39,390 shares
    Change vs previous 13F +7,482 shares

    <0.01% of the 13F portfolio, value $2,572,175.

    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 31,908 shares
    Change vs previous 13F -14,889 shares

    <0.01% of the 13F portfolio, value $2,032,062.

    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 46,797 shares
    Change vs previous 13F -16,592 shares

    <0.01% of the 13F portfolio, value $2,720,301.

    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 63,389 shares
    Change vs previous 13F -61,315 shares

    <0.01% of the 13F portfolio, value $3,485,779.

    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 124,704 shares
    Change vs previous 13F -4,284 shares

    <0.01% of the 13F portfolio, value $7,449,990.

    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 128,988 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,727,927.

    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).