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LPL Financial LLC: FDN position timeline

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

LPL Financial LLC held 705,057 FDN 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 705,057 shares
    Change vs previous 13F -25,027 shares

    0.04% of the 13F portfolio, value $186,642,561.

    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 730,084 shares
    Change vs previous 13F -109,059 shares

    0.05% of the 13F portfolio, value $170,861,556.

    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 839,143 shares
    Change vs previous 13F +44,692 shares

    0.06% of the 13F portfolio, value $225,880,615.

    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 794,451 shares
    Change vs previous 13F +54,423 shares

    0.06% of the 13F portfolio, value $222,319,221.

    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 740,028 shares
    Change vs previous 13F -5,661 shares

    0.07% of the 13F portfolio, value $199,311,835.

    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 745,689 shares
    Change vs previous 13F +16,573 shares

    0.06% of the 13F portfolio, value $165,654,803.

    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 729,116 shares
    Change vs previous 13F +45,388 shares

    0.07% of the 13F portfolio, value $177,299,131.

    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 683,728 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $144,834,136.

    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).