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Disclosery

LPL Financial LLC: FERG position timeline

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

LPL Financial LLC held 121,505 FERG 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 121,505 shares
    Change vs previous 13F +17,296 shares

    0.01% of the 13F portfolio, value $28,836,814.

    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 104,209 shares
    Change vs previous 13F +27,767 shares

    0.01% of the 13F portfolio, value $24,307,732.

    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 76,442 shares
    Change vs previous 13F -1,623 shares

    <0.01% of the 13F portfolio, value $17,018,209.

    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 78,065 shares
    Change vs previous 13F +10,335 shares

    0.01% of the 13F portfolio, value $17,531,918.

    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 67,730 shares
    Change vs previous 13F +10,105 shares

    <0.01% of the 13F portfolio, value $14,748,410.

    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 57,625 shares
    Change vs previous 13F +6,846 shares

    <0.01% of the 13F portfolio, value $9,233,297.

    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 50,779 shares
    Change vs previous 13F +387 shares

    <0.01% of the 13F portfolio, value $8,813,730.

    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 50,392 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,006,293.

    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).