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Disclosery

LPL Financial LLC: FELV position timeline

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

LPL Financial LLC held 986,432 FELV 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 986,432 shares
    Change vs previous 13F +257,070 shares

    0.01% of the 13F portfolio, value $39,546,060.

    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 729,362 shares
    Change vs previous 13F +146,571 shares

    0.01% of the 13F portfolio, value $25,462,041.

    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 582,791 shares
    Change vs previous 13F +145,721 shares

    0.01% of the 13F portfolio, value $20,199,534.

    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 437,070 shares
    Change vs previous 13F -22,594 shares

    <0.01% of the 13F portfolio, value $14,654,969.

    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 459,664 shares
    Change vs previous 13F +17,680 shares

    <0.01% of the 13F portfolio, value $14,603,525.

    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 441,984 shares
    Change vs previous 13F +102,060 shares

    0.01% of the 13F portfolio, value $13,586,579.

    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 339,924 shares
    Change vs previous 13F +82,862 shares

    <0.01% of the 13F portfolio, value $10,357,491.

    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 257,062 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,958,651.

    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).