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Disclosery

LPL Financial LLC: FDTS position timeline

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

LPL Financial LLC held 6,337 FDTS 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 6,337 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $415,400.

    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 6,337 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $409,727.

    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 6,337 shares
    Change vs previous 13F -850 shares

    <0.01% of the 13F portfolio, value $369,859.

    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 7,187 shares
    Change vs previous 13F +138 shares

    <0.01% of the 13F portfolio, value $402,692.

    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 7,049 shares
    Change vs previous 13F -355 shares

    <0.01% of the 13F portfolio, value $356,153.

    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 7,404 shares
    Change vs previous 13F -1,057 shares

    <0.01% of the 13F portfolio, value $310,746.

    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 8,461 shares
    Change vs previous 13F -273 shares

    <0.01% of the 13F portfolio, value $337,425.

    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 8,734 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $382,549.

    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).