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Disclosery

LPL Financial LLC: FDLO position timeline

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

LPL Financial LLC held 425,154 FDLO 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 425,154 shares
    Change vs previous 13F +7,469 shares

    0.01% of the 13F portfolio, value $29,052,862.

    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 417,685 shares
    Change vs previous 13F +13,586 shares

    0.01% of the 13F portfolio, value $26,978,260.

    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 404,099 shares
    Change vs previous 13F +38,385 shares

    0.01% of the 13F portfolio, value $26,973,624.

    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 365,714 shares
    Change vs previous 13F +188,192 shares

    0.01% of the 13F portfolio, value $24,089,612.

    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 177,522 shares
    Change vs previous 13F -19,638 shares

    <0.01% of the 13F portfolio, value $11,148,355.

    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 197,160 shares
    Change vs previous 13F +29,302 shares

    <0.01% of the 13F portfolio, value $11,951,827.

    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 167,858 shares
    Change vs previous 13F +9,014 shares

    <0.01% of the 13F portfolio, value $10,170,540.

    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 158,844 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,745,069.

    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).