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Disclosery

LPL Financial LLC: FDVV position timeline

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

LPL Financial LLC held 7,499,779 FDVV 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 7,499,779 shares
    Change vs previous 13F +699,996 shares

    0.1% of the 13F portfolio, value $452,161,640.

    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 6,799,783 shares
    Change vs previous 13F +639,153 shares

    0.1% of the 13F portfolio, value $375,620,009.

    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 6,160,630 shares
    Change vs previous 13F +1,655,768 shares

    0.1% of the 13F portfolio, value $349,246,085.

    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 4,504,862 shares
    Change vs previous 13F +1,746,656 shares

    0.07% of the 13F portfolio, value $250,965,823.

    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 2,758,206 shares
    Change vs previous 13F +557,318 shares

    0.05% of the 13F portfolio, value $143,481,876.

    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 2,200,888 shares
    Change vs previous 13F +362,424 shares

    0.04% of the 13F portfolio, value $109,164,061.

    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 1,838,464 shares
    Change vs previous 13F +902,912 shares

    0.04% of the 13F portfolio, value $91,812,885.

    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 935,552 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $47,385,683.

    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).