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LPL Financial LLC: FALN position timeline

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

LPL Financial LLC held 2,075,724 FALN 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 2,075,724 shares
    Change vs previous 13F -252,511 shares

    0.01% of the 13F portfolio, value $56,542,714.

    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 2,328,235 shares
    Change vs previous 13F -100,817 shares

    0.02% of the 13F portfolio, value $62,210,427.

    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 2,429,052 shares
    Change vs previous 13F +858,396 shares

    0.02% of the 13F portfolio, value $66,313,107.

    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 1,570,656 shares
    Change vs previous 13F -193,895 shares

    0.01% of the 13F portfolio, value $43,632,830.

    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 1,764,551 shares
    Change vs previous 13F -300,210 shares

    0.02% of the 13F portfolio, value $47,889,913.

    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 2,064,761 shares
    Change vs previous 13F +80,518 shares

    0.02% of the 13F portfolio, value $55,314,953.

    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 1,984,243 shares
    Change vs previous 13F +63,287 shares

    0.02% of the 13F portfolio, value $52,999,124.

    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 1,920,956 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $52,518,922.

    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).