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Disclosery

LPL Financial LLC: FCAL position timeline

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

LPL Financial LLC held 1,032,799 FCAL 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 1,032,799 shares
    Change vs previous 13F +90,535 shares

    0.01% of the 13F portfolio, value $51,280,728.

    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 942,264 shares
    Change vs previous 13F +69,454 shares

    0.01% of the 13F portfolio, value $46,067,290.

    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 872,810 shares
    Change vs previous 13F +22,277 shares

    0.01% of the 13F portfolio, value $43,035,739.

    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 850,533 shares
    Change vs previous 13F +62,651 shares

    0.01% of the 13F portfolio, value $41,480,483.

    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 787,882 shares
    Change vs previous 13F +70,421 shares

    0.01% of the 13F portfolio, value $37,794,700.

    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 717,461 shares
    Change vs previous 13F -43,020 shares

    0.01% of the 13F portfolio, value $34,825,544.

    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 760,481 shares
    Change vs previous 13F +8,563 shares

    0.02% of the 13F portfolio, value $37,544,935.

    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 751,918 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $37,731,263.

    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).