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Disclosery

LPL Financial LLC: FAX position timeline

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

LPL Financial LLC held 146,360 FAX 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 146,360 shares
    Change vs previous 13F +2,217 shares

    <0.01% of the 13F portfolio, value $2,152,960.

    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 144,143 shares
    Change vs previous 13F +189 shares

    <0.01% of the 13F portfolio, value $2,078,546.

    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 143,954 shares
    Change vs previous 13F -46,002 shares

    <0.01% of the 13F portfolio, value $2,208,256.

    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 189,956 shares
    Change vs previous 13F +2,889 shares

    <0.01% of the 13F portfolio, value $3,094,375.

    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 187,067 shares
    Change vs previous 13F +30,460 shares

    <0.01% of the 13F portfolio, value $2,978,099.

    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 156,607 shares
    Change vs previous 13F -12,930 shares

    <0.01% of the 13F portfolio, value $2,458,725.

    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 169,537 shares
    Change vs previous 13F +50,736 shares

    <0.01% of the 13F portfolio, value $2,495,585.

    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 118,801 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,067,143.

    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).