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Disclosery

LPL Financial LLC: FATE position timeline

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

LPL Financial LLC held 203,746 FATE 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 203,746 shares
    Change vs previous 13F +56,000 shares

    <0.01% of the 13F portfolio, value $550,114.

    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 147,746 shares
    Change vs previous 13F +2,930 shares

    <0.01% of the 13F portfolio, value $177,295.

    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 144,816 shares
    Change vs previous 13F +120,900 shares

    <0.01% of the 13F portfolio, value $142,296.

    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 23,916 shares
    Change vs previous 13F +10,000 shares

    <0.01% of the 13F portfolio, value $30,134.

    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 13,916 shares
    Change vs previous 13F -76,599 shares

    <0.01% of the 13F portfolio, value $15,586.

    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 90,515 shares
    Change vs previous 13F +17,395 shares

    <0.01% of the 13F portfolio, value $71,516.

    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 73,120 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $120,648.

    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).