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Disclosery

LPL Financial LLC: FGD position timeline

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

LPL Financial LLC held 5,526,216 FGD 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 5,526,216 shares
    Change vs previous 13F +440,724 shares

    0.04% of the 13F portfolio, value $176,783,639.

    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 5,085,492 shares
    Change vs previous 13F +1,749,194 shares

    0.04% of the 13F portfolio, value $162,379,746.

    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 3,336,298 shares
    Change vs previous 13F +305,440 shares

    0.03% of the 13F portfolio, value $100,989,708.

    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 3,030,858 shares
    Change vs previous 13F +476,312 shares

    0.03% of the 13F portfolio, value $87,137,156.

    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 2,554,546 shares
    Change vs previous 13F +667,657 shares

    0.02% of the 13F portfolio, value $70,352,180.

    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 1,886,889 shares
    Change vs previous 13F +277,327 shares

    0.02% of the 13F portfolio, value $45,662,706.

    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 1,609,562 shares
    Change vs previous 13F +152,965 shares

    0.01% of the 13F portfolio, value $35,796,645.

    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 1,456,597 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $35,469,445.

    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).