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LPL Financial LLC: FCFS position timeline

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

LPL Financial LLC held 98,996 FCFS 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 98,996 shares
    Change vs previous 13F -6,020 shares

    <0.01% of the 13F portfolio, value $21,414,755.

    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 105,016 shares
    Change vs previous 13F +77,371 shares

    0.01% of the 13F portfolio, value $19,743,058.

    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 27,645 shares
    Change vs previous 13F +2,127 shares

    <0.01% of the 13F portfolio, value $4,406,042.

    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 25,518 shares
    Change vs previous 13F -2,956 shares

    <0.01% of the 13F portfolio, value $4,042,487.

    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 28,474 shares
    Change vs previous 13F +677 shares

    <0.01% of the 13F portfolio, value $3,848,034.

    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 27,797 shares
    Change vs previous 13F +3,354 shares

    <0.01% of the 13F portfolio, value $3,341,712.

    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 24,443 shares
    Change vs previous 13F +4,294 shares

    <0.01% of the 13F portfolio, value $2,676,974.

    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 20,149 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,313,051.

    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).