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Disclosery

LPL Financial LLC: EVR position timeline

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

LPL Financial LLC held 14,504 EVR 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 14,504 shares
    Change vs previous 13F -11,770 shares

    <0.01% of the 13F portfolio, value $4,952,114.

    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 26,274 shares
    Change vs previous 13F +3,087 shares

    <0.01% of the 13F portfolio, value $7,842,997.

    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 23,187 shares
    Change vs previous 13F +994 shares

    <0.01% of the 13F portfolio, value $7,889,509.

    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 22,193 shares
    Change vs previous 13F +12,400 shares

    <0.01% of the 13F portfolio, value $7,486,042.

    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 9,793 shares
    Change vs previous 13F -22,822 shares

    <0.01% of the 13F portfolio, value $2,644,280.

    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 32,615 shares
    Change vs previous 13F +402 shares

    <0.01% of the 13F portfolio, value $6,513,950.

    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 32,213 shares
    Change vs previous 13F +13,957 shares

    <0.01% of the 13F portfolio, value $8,929,029.

    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 18,256 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,625,090.

    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).