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Disclosery

LPL Financial LLC: FEZ position timeline

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

LPL Financial LLC held 1,064,472 FEZ 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 1,064,472 shares
    Change vs previous 13F -74,671 shares

    0.02% of the 13F portfolio, value $73,107,937.

    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 1,139,143 shares
    Change vs previous 13F +13,730 shares

    0.02% of the 13F portfolio, value $70,717,993.

    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 1,125,413 shares
    Change vs previous 13F +83,616 shares

    0.02% of the 13F portfolio, value $72,465,345.

    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 1,041,797 shares
    Change vs previous 13F -415,818 shares

    0.02% of the 13F portfolio, value $64,716,405.

    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 1,457,615 shares
    Change vs previous 13F +674,035 shares

    0.03% of the 13F portfolio, value $87,063,327.

    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 783,580 shares
    Change vs previous 13F -7,483 shares

    0.02% of the 13F portfolio, value $42,634,610.

    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 791,063 shares
    Change vs previous 13F +301,539 shares

    0.02% of the 13F portfolio, value $38,089,660.

    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 489,524 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $26,062,262.

    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).