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Disclosery

LPL Financial LLC: FEX position timeline

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

LPL Financial LLC held 778,330 FEX 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 778,330 shares
    Change vs previous 13F -194,040 shares

    0.02% of the 13F portfolio, value $108,867,607.

    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 972,370 shares
    Change vs previous 13F -23,241 shares

    0.03% of the 13F portfolio, value $118,558,766.

    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 995,611 shares
    Change vs previous 13F -11,480 shares

    0.03% of the 13F portfolio, value $118,096,001.

    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 1,007,091 shares
    Change vs previous 13F +21,561 shares

    0.03% of the 13F portfolio, value $117,649,205.

    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 985,530 shares
    Change vs previous 13F +12,381 shares

    0.04% of the 13F portfolio, value $108,368,925.

    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 973,149 shares
    Change vs previous 13F +16,106 shares

    0.04% of the 13F portfolio, value $99,708,825.

    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 957,043 shares
    Change vs previous 13F +166,302 shares

    0.04% of the 13F portfolio, value $99,815,114.

    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 790,741 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $82,370,610.

    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).