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Disclosery

LPL Financial LLC: FDEC position timeline

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

LPL Financial LLC held 232,256 FDEC 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 232,256 shares
    Change vs previous 13F +21,106 shares

    <0.01% of the 13F portfolio, value $12,650,356.

    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 211,150 shares
    Change vs previous 13F -25,432 shares

    <0.01% of the 13F portfolio, value $10,498,378.

    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 236,582 shares
    Change vs previous 13F +47,634 shares

    <0.01% of the 13F portfolio, value $12,108,928.

    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 188,948 shares
    Change vs previous 13F +32,422 shares

    <0.01% of the 13F portfolio, value $9,303,800.

    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 156,526 shares
    Change vs previous 13F +29,820 shares

    <0.01% of the 13F portfolio, value $7,304,520.

    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 126,706 shares
    Change vs previous 13F -438,506 shares

    <0.01% of the 13F portfolio, value $5,499,550.

    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 565,212 shares
    Change vs previous 13F +365,642 shares

    0.01% of the 13F portfolio, value $25,194,302.

    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 199,570 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,737,354.

    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).