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Disclosery

LPL Financial LLC: FDD position timeline

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

LPL Financial LLC held 1,463,835 FDD 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 1,463,835 shares
    Change vs previous 13F +51,267 shares

    0.01% of the 13F portfolio, value $27,154,134.

    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 1,412,568 shares
    Change vs previous 13F +318,120 shares

    0.01% of the 13F portfolio, value $25,157,841.

    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 1,094,448 shares
    Change vs previous 13F +270,777 shares

    0.01% of the 13F portfolio, value $19,152,839.

    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 823,671 shares
    Change vs previous 13F +73,958 shares

    <0.01% of the 13F portfolio, value $13,302,288.

    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 749,713 shares
    Change vs previous 13F +278,001 shares

    <0.01% of the 13F portfolio, value $11,650,545.

    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 471,712 shares
    Change vs previous 13F +153,821 shares

    <0.01% of the 13F portfolio, value $6,401,134.

    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 317,891 shares
    Change vs previous 13F +9,502 shares

    <0.01% of the 13F portfolio, value $3,578,373.

    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 308,389 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,842,525.

    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).