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Disclosery

LPL Financial LLC: FDNI position timeline

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

LPL Financial LLC held 30,345 FDNI 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 30,345 shares
    Change vs previous 13F -4,725 shares

    <0.01% of the 13F portfolio, value $772,098.

    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 35,070 shares
    Change vs previous 13F -57,220 shares

    <0.01% of the 13F portfolio, value $954,780.

    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 92,290 shares
    Change vs previous 13F -6,571 shares

    <0.01% of the 13F portfolio, value $3,130,013.

    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 98,861 shares
    Change vs previous 13F -1,311 shares

    <0.01% of the 13F portfolio, value $3,830,874.

    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 100,172 shares
    Change vs previous 13F -38,464 shares

    <0.01% of the 13F portfolio, value $3,371,021.

    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 138,636 shares
    Change vs previous 13F +43,846 shares

    <0.01% of the 13F portfolio, value $4,293,548.

    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 94,790 shares
    Change vs previous 13F +5,737 shares

    <0.01% of the 13F portfolio, value $2,586,829.

    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 89,053 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,550,472.

    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).