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Disclosery

LPL Financial LLC: FDL position timeline

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

LPL Financial LLC held 15,926,005 FDL 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 15,926,005 shares
    Change vs previous 13F +1,672,115 shares

    0.17% of the 13F portfolio, value $774,959,353.

    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 14,253,890 shares
    Change vs previous 13F +1,845,604 shares

    0.19% of the 13F portfolio, value $724,097,559.

    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 12,408,286 shares
    Change vs previous 13F +202,537 shares

    0.15% of the 13F portfolio, value $550,183,334.

    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 12,205,749 shares
    Change vs previous 13F +354,954 shares

    0.15% of the 13F portfolio, value $529,851,514.

    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 11,850,795 shares
    Change vs previous 13F +1,110,133 shares

    0.17% of the 13F portfolio, value $496,192,735.

    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 10,740,662 shares
    Change vs previous 13F +1,628,943 shares

    0.18% of the 13F portfolio, value $466,574,323.

    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 9,111,719 shares
    Change vs previous 13F +656,768 shares

    0.15% of the 13F portfolio, value $366,837,776.

    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 8,454,951 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $354,685,153.

    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).