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Disclosery

LPL Financial LLC: FAN position timeline

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

LPL Financial LLC held 346,675 FAN 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 346,675 shares
    Change vs previous 13F +53,457 shares

    <0.01% of the 13F portfolio, value $8,659,943.

    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 293,218 shares
    Change vs previous 13F +8,380 shares

    <0.01% of the 13F portfolio, value $7,254,215.

    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 284,838 shares
    Change vs previous 13F +44,814 shares

    <0.01% of the 13F portfolio, value $5,830,626.

    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 240,024 shares
    Change vs previous 13F +5,928 shares

    <0.01% of the 13F portfolio, value $4,610,928.

    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 234,096 shares
    Change vs previous 13F -9,128 shares

    <0.01% of the 13F portfolio, value $4,246,504.

    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 243,224 shares
    Change vs previous 13F -5,203 shares

    <0.01% of the 13F portfolio, value $3,650,791.

    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 248,427 shares
    Change vs previous 13F +68,678 shares

    <0.01% of the 13F portfolio, value $3,676,723.

    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 179,749 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,243,431.

    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).