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Disclosery

LPL Financial LLC: FDS position timeline

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

LPL Financial LLC held 38,479 FDS 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 38,479 shares
    Change vs previous 13F -15,301 shares

    <0.01% of the 13F portfolio, value $8,853,312.

    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 53,780 shares
    Change vs previous 13F -1,476 shares

    <0.01% of the 13F portfolio, value $11,669,550.

    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 55,256 shares
    Change vs previous 13F -31,197 shares

    <0.01% of the 13F portfolio, value $16,034,713.

    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 86,453 shares
    Change vs previous 13F +568 shares

    0.01% of the 13F portfolio, value $24,767,876.

    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 85,885 shares
    Change vs previous 13F +2,370 shares

    0.01% of the 13F portfolio, value $38,414,382.

    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 83,515 shares
    Change vs previous 13F +7,529 shares

    0.01% of the 13F portfolio, value $37,968,979.

    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 75,986 shares
    Change vs previous 13F +4,283 shares

    0.01% of the 13F portfolio, value $36,494,189.

    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 71,703 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $32,972,261.

    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).