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Disclosery

LPL Financial LLC: FDV position timeline

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

LPL Financial LLC held 3,416,136 FDV 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 3,416,136 shares
    Change vs previous 13F +409,275 shares

    0.02% of the 13F portfolio, value $107,232,516.

    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 3,006,861 shares
    Change vs previous 13F +384,968 shares

    0.02% of the 13F portfolio, value $92,611,327.

    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 2,621,893 shares
    Change vs previous 13F +361,737 shares

    0.02% of the 13F portfolio, value $75,012,352.

    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 2,260,156 shares
    Change vs previous 13F +343,014 shares

    0.02% of the 13F portfolio, value $64,685,653.

    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 1,917,142 shares
    Change vs previous 13F +527,002 shares

    0.02% of the 13F portfolio, value $52,644,721.

    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 1,390,140 shares
    Change vs previous 13F +976,064 shares

    0.02% of the 13F portfolio, value $39,146,333.

    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 414,076 shares
    Change vs previous 13F +202,264 shares

    <0.01% of the 13F portfolio, value $11,014,418.

    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 211,812 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,911,600.

    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).