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LPL Financial LLC: EVSB position timeline

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

LPL Financial LLC held 81,239 EVSB 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 81,239 shares
    Change vs previous 13F +16,839 shares

    <0.01% of the 13F portfolio, value $4,126,934.

    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 64,400 shares
    Change vs previous 13F -40,372 shares

    <0.01% of the 13F portfolio, value $3,268,703.

    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 104,772 shares
    Change vs previous 13F +6,059 shares

    <0.01% of the 13F portfolio, value $5,330,790.

    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 98,713 shares
    Change vs previous 13F +25,195 shares

    <0.01% of the 13F portfolio, value $5,030,908.

    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 73,518 shares
    Change vs previous 13F +9,913 shares

    <0.01% of the 13F portfolio, value $3,735,450.

    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 63,605 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,230,816.

    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).