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Disclosery

LPL Financial LLC: FDM position timeline

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

LPL Financial LLC held 215,856 FDM 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 215,856 shares
    Change vs previous 13F +1,489 shares

    <0.01% of the 13F portfolio, value $20,098,305.

    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 214,367 shares
    Change vs previous 13F +45,335 shares

    <0.01% of the 13F portfolio, value $17,596,390.

    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 169,032 shares
    Change vs previous 13F +8,598 shares

    <0.01% of the 13F portfolio, value $13,457,635.

    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 160,434 shares
    Change vs previous 13F +18,623 shares

    <0.01% of the 13F portfolio, value $12,152,906.

    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 141,811 shares
    Change vs previous 13F +1,198 shares

    <0.01% of the 13F portfolio, value $10,158,407.

    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 140,613 shares
    Change vs previous 13F -26,510 shares

    <0.01% of the 13F portfolio, value $8,743,939.

    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 167,123 shares
    Change vs previous 13F +43,702 shares

    <0.01% of the 13F portfolio, value $11,390,741.

    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 123,421 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,911,803.

    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).