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Disclosery

LPL Financial LLC: EW position timeline

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

LPL Financial LLC held 386,755 EW 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 386,755 shares
    Change vs previous 13F +33,164 shares

    0.01% of the 13F portfolio, value $34,985,891.

    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 353,591 shares
    Change vs previous 13F +119,756 shares

    0.01% of the 13F portfolio, value $28,315,575.

    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 233,835 shares
    Change vs previous 13F +16,826 shares

    0.01% of the 13F portfolio, value $19,934,409.

    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 217,009 shares
    Change vs previous 13F -87,774 shares

    <0.01% of the 13F portfolio, value $16,876,781.

    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 304,783 shares
    Change vs previous 13F -19,568 shares

    0.01% of the 13F portfolio, value $23,837,068.

    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 324,351 shares
    Change vs previous 13F +62,671 shares

    0.01% of the 13F portfolio, value $23,508,951.

    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 261,680 shares
    Change vs previous 13F +21,219 shares

    0.01% of the 13F portfolio, value $19,372,203.

    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 240,461 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $15,868,014.

    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).