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Disclosery

LPL Financial LLC: FDUS position timeline

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

LPL Financial LLC held 80,352 FDUS 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 80,352 shares
    Change vs previous 13F -71,394 shares

    <0.01% of the 13F portfolio, value $1,532,314.

    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 151,746 shares
    Change vs previous 13F +55,951 shares

    <0.01% of the 13F portfolio, value $2,643,417.

    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 95,795 shares
    Change vs previous 13F +2,087 shares

    <0.01% of the 13F portfolio, value $1,848,839.

    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 93,708 shares
    Change vs previous 13F +10,715 shares

    <0.01% of the 13F portfolio, value $1,898,526.

    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 82,993 shares
    Change vs previous 13F -2,992 shares

    <0.01% of the 13F portfolio, value $1,676,450.

    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 85,985 shares
    Change vs previous 13F +6,470 shares

    <0.01% of the 13F portfolio, value $1,753,233.

    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 79,515 shares
    Change vs previous 13F +2,603 shares

    <0.01% of the 13F portfolio, value $1,671,405.

    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 76,912 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,507,465.

    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).