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Disclosery

LPL Financial LLC: FCVT position timeline

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

LPL Financial LLC held 252,587 FCVT 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 252,587 shares
    Change vs previous 13F +65,965 shares

    <0.01% of the 13F portfolio, value $13,582,904.

    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 186,622 shares
    Change vs previous 13F +21,742 shares

    <0.01% of the 13F portfolio, value $8,244,502.

    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 164,880 shares
    Change vs previous 13F -22,747 shares

    <0.01% of the 13F portfolio, value $7,095,554.

    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 187,627 shares
    Change vs previous 13F +18,291 shares

    <0.01% of the 13F portfolio, value $8,024,362.

    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 169,336 shares
    Change vs previous 13F +4,580 shares

    <0.01% of the 13F portfolio, value $6,571,935.

    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 164,756 shares
    Change vs previous 13F -10,361 shares

    <0.01% of the 13F portfolio, value $5,751,625.

    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 175,117 shares
    Change vs previous 13F -273 shares

    <0.01% of the 13F portfolio, value $6,442,554.

    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 175,390 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,261,422.

    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).