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Disclosery

LPL Financial LLC: FBRT position timeline

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

LPL Financial LLC held 61,034 FBRT 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 61,034 shares
    Change vs previous 13F +4,893 shares

    <0.01% of the 13F portfolio, value $496,817.

    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 56,141 shares
    Change vs previous 13F +1,281 shares

    <0.01% of the 13F portfolio, value $476,639.

    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 54,860 shares
    Change vs previous 13F -21,427 shares

    <0.01% of the 13F portfolio, value $550,248.

    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 76,287 shares
    Change vs previous 13F -50,036 shares

    <0.01% of the 13F portfolio, value $828,475.

    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 126,323 shares
    Change vs previous 13F +60,239 shares

    <0.01% of the 13F portfolio, value $1,350,395.

    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 66,084 shares
    Change vs previous 13F -5,351 shares

    <0.01% of the 13F portfolio, value $841,913.

    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 71,435 shares
    Change vs previous 13F +2,881 shares

    <0.01% of the 13F portfolio, value $895,800.

    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 68,554 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $895,314.

    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).