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Disclosery

LPL Financial LLC: F position timeline

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

LPL Financial LLC held 4,427,829 F 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 4,427,829 shares
    Change vs previous 13F -29,740 shares

    0.01% of the 13F portfolio, value $61,546,805.

    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 4,457,569 shares
    Change vs previous 13F +249,257 shares

    0.01% of the 13F portfolio, value $51,440,342.

    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 4,208,312 shares
    Change vs previous 13F -92,305 shares

    0.02% of the 13F portfolio, value $55,213,047.

    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 4,300,617 shares
    Change vs previous 13F +237,510 shares

    0.02% of the 13F portfolio, value $51,435,379.

    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 4,063,107 shares
    Change vs previous 13F +218,384 shares

    0.01% of the 13F portfolio, value $44,084,704.

    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 3,844,723 shares
    Change vs previous 13F -60,984 shares

    0.02% of the 13F portfolio, value $38,562,569.

    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 3,905,707 shares
    Change vs previous 13F -721,520 shares

    0.02% of the 13F portfolio, value $38,666,499.

    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 4,627,227 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $48,863,503.

    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).