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LPL Financial LLC: FCTR position timeline

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

LPL Financial LLC held 115,164 FCTR 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 115,164 shares
    Change vs previous 13F -10,032 shares

    <0.01% of the 13F portfolio, value $4,701,574.

    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 125,196 shares
    Change vs previous 13F -10,842 shares

    <0.01% of the 13F portfolio, value $4,465,352.

    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 136,038 shares
    Change vs previous 13F -10,878 shares

    <0.01% of the 13F portfolio, value $4,852,704.

    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 146,916 shares
    Change vs previous 13F -3,776 shares

    <0.01% of the 13F portfolio, value $5,216,986.

    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 150,692 shares
    Change vs previous 13F -46,200 shares

    <0.01% of the 13F portfolio, value $5,122,318.

    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 196,892 shares
    Change vs previous 13F +2,194 shares

    <0.01% of the 13F portfolio, value $6,088,228.

    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 194,698 shares
    Change vs previous 13F +52,169 shares

    <0.01% of the 13F portfolio, value $6,413,493.

    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 142,529 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,432,549.

    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).