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Disclosery

LPL Financial LLC: FEP position timeline

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

LPL Financial LLC held 552,847 FEP 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 552,847 shares
    Change vs previous 13F +12,484 shares

    0.01% of the 13F portfolio, value $31,539,911.

    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 540,363 shares
    Change vs previous 13F +32,073 shares

    0.01% of the 13F portfolio, value $29,509,195.

    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 508,290 shares
    Change vs previous 13F +41,941 shares

    0.01% of the 13F portfolio, value $27,322,893.

    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 466,349 shares
    Change vs previous 13F +66,104 shares

    0.01% of the 13F portfolio, value $23,870,067.

    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 400,245 shares
    Change vs previous 13F +49,935 shares

    0.01% of the 13F portfolio, value $19,131,730.

    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 350,310 shares
    Change vs previous 13F +106,165 shares

    0.01% of the 13F portfolio, value $14,303,173.

    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 244,145 shares
    Change vs previous 13F -15,415 shares

    <0.01% of the 13F portfolio, value $8,743,921.

    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 259,560 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,107,281.

    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).