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Disclosery

LPL Financial LLC: FDMO position timeline

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

LPL Financial LLC held 175,534 FDMO 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 175,534 shares
    Change vs previous 13F +30,304 shares

    <0.01% of the 13F portfolio, value $17,302,372.

    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 145,230 shares
    Change vs previous 13F +38,432 shares

    <0.01% of the 13F portfolio, value $11,632,914.

    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 106,798 shares
    Change vs previous 13F +49,790 shares

    <0.01% of the 13F portfolio, value $8,966,773.

    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 57,008 shares
    Change vs previous 13F +24,397 shares

    <0.01% of the 13F portfolio, value $4,741,390.

    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 32,611 shares
    Change vs previous 13F +5,624 shares

    <0.01% of the 13F portfolio, value $2,473,908.

    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 26,987 shares
    Change vs previous 13F +5,133 shares

    <0.01% of the 13F portfolio, value $1,755,752.

    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 21,854 shares
    Change vs previous 13F +2,673 shares

    <0.01% of the 13F portfolio, value $1,521,261.

    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 19,181 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,268,701.

    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).