Skip to content
Disclosery

LPL Financial LLC: EWS position timeline

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

LPL Financial LLC held 328,639 EWS 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 328,639 shares
    Change vs previous 13F +19,769 shares

    <0.01% of the 13F portfolio, value $9,730,986.

    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 308,870 shares
    Change vs previous 13F +564 shares

    <0.01% of the 13F portfolio, value $8,716,302.

    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 308,306 shares
    Change vs previous 13F -49,163 shares

    <0.01% of the 13F portfolio, value $8,481,507.

    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 357,469 shares
    Change vs previous 13F -5,694 shares

    <0.01% of the 13F portfolio, value $10,130,662.

    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 363,163 shares
    Change vs previous 13F -85,391 shares

    <0.01% of the 13F portfolio, value $9,434,981.

    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 448,554 shares
    Change vs previous 13F +27,001 shares

    <0.01% of the 13F portfolio, value $10,657,653.

    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 421,553 shares
    Change vs previous 13F +373,048 shares

    <0.01% of the 13F portfolio, value $9,210,930.

    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 48,505 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,074,381.

    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).