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Disclosery

LPL Financial LLC: EXR position timeline

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

LPL Financial LLC held 114,865 EXR 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 114,865 shares
    Change vs previous 13F +296 shares

    <0.01% of the 13F portfolio, value $16,689,877.

    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 114,569 shares
    Change vs previous 13F +12,062 shares

    <0.01% of the 13F portfolio, value $15,023,375.

    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 102,507 shares
    Change vs previous 13F -16,010 shares

    <0.01% of the 13F portfolio, value $13,348,404.

    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 118,517 shares
    Change vs previous 13F -6,041 shares

    <0.01% of the 13F portfolio, value $16,703,718.

    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 124,558 shares
    Change vs previous 13F +10,512 shares

    0.01% of the 13F portfolio, value $18,364,876.

    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 114,046 shares
    Change vs previous 13F +3,176 shares

    0.01% of the 13F portfolio, value $16,934,682.

    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 110,870 shares
    Change vs previous 13F +6,305 shares

    0.01% of the 13F portfolio, value $16,586,194.

    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 104,565 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $18,841,592.

    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).