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Disclosery

LPL Financial LLC: FDIS position timeline

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

LPL Financial LLC held 126,426 FDIS 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 126,426 shares
    Change vs previous 13F +5,515 shares

    <0.01% of the 13F portfolio, value $13,001,622.

    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 120,911 shares
    Change vs previous 13F -12,529 shares

    <0.01% of the 13F portfolio, value $11,276,131.

    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 133,440 shares
    Change vs previous 13F -2,501 shares

    <0.01% of the 13F portfolio, value $13,632,248.

    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 135,941 shares
    Change vs previous 13F +21,962 shares

    <0.01% of the 13F portfolio, value $13,984,302.

    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 113,979 shares
    Change vs previous 13F +51 shares

    <0.01% of the 13F portfolio, value $10,722,057.

    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 113,928 shares
    Change vs previous 13F +5,946 shares

    <0.01% of the 13F portfolio, value $9,628,025.

    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 107,982 shares
    Change vs previous 13F +36,111 shares

    <0.01% of the 13F portfolio, value $10,523,880.

    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 71,871 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,356,263.

    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).