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LPL Financial LLC: EXP position timeline

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

LPL Financial LLC held 240,787 EXP 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 240,787 shares
    Change vs previous 13F +7,941 shares

    0.01% of the 13F portfolio, value $54,176,973.

    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 232,846 shares
    Change vs previous 13F +220,476 shares

    0.01% of the 13F portfolio, value $44,112,607.

    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 12,370 shares
    Change vs previous 13F -5,856 shares

    <0.01% of the 13F portfolio, value $2,556,531.

    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 18,226 shares
    Change vs previous 13F -47,331 shares

    <0.01% of the 13F portfolio, value $4,247,390.

    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 65,557 shares
    Change vs previous 13F -2,002 shares

    <0.01% of the 13F portfolio, value $13,249,630.

    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 67,559 shares
    Change vs previous 13F +2,887 shares

    0.01% of the 13F portfolio, value $14,993,370.

    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 64,672 shares
    Change vs previous 13F +6,682 shares

    0.01% of the 13F portfolio, value $15,958,566.

    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 57,990 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $16,680,891.

    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).