Skip to content
Disclosery

LPL Financial LLC: FDRR position timeline

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

LPL Financial LLC held 287,988 FDRR 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 287,988 shares
    Change vs previous 13F -22,476 shares

    <0.01% of the 13F portfolio, value $18,684,651.

    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 310,464 shares
    Change vs previous 13F -36,855 shares

    <0.01% of the 13F portfolio, value $18,256,351.

    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 347,319 shares
    Change vs previous 13F +80,360 shares

    0.01% of the 13F portfolio, value $21,193,420.

    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 266,959 shares
    Change vs previous 13F +33,890 shares

    <0.01% of the 13F portfolio, value $15,648,789.

    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 233,069 shares
    Change vs previous 13F +49,438 shares

    <0.01% of the 13F portfolio, value $12,639,014.

    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 183,631 shares
    Change vs previous 13F +8,671 shares

    <0.01% of the 13F portfolio, value $9,172,390.

    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 174,960 shares
    Change vs previous 13F +8,157 shares

    <0.01% of the 13F portfolio, value $8,989,315.

    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 166,803 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,590,333.

    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).