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Disclosery

LPL Financial LLC: FDIQ position timeline

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

LPL Financial LLC held 19,127 FDIQ 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 19,127 shares
    Change vs previous 13F -888 shares

    <0.01% of the 13F portfolio, value $1,222,900.

    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 20,015 shares
    Change vs previous 13F +774 shares

    <0.01% of the 13F portfolio, value $1,370,438.

    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 19,241 shares
    Change vs previous 13F -1,265 shares

    <0.01% of the 13F portfolio, value $1,189,827.

    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 20,506 shares
    Change vs previous 13F -6,455 shares

    <0.01% of the 13F portfolio, value $1,244,439.

    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 26,961 shares
    Change vs previous 13F +7,371 shares

    <0.01% of the 13F portfolio, value $1,558,081.

    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 19,590 shares
    Change vs previous 13F -116 shares

    <0.01% of the 13F portfolio, value $1,100,197.

    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 19,706 shares
    Change vs previous 13F +366 shares

    <0.01% of the 13F portfolio, value $1,178,220.

    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 19,340 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,096,011.

    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).