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Disclosery

LPL Financial LLC: FHI position timeline

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

LPL Financial LLC held 125,845 FHI 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 125,845 shares
    Change vs previous 13F +8,585 shares

    <0.01% of the 13F portfolio, value $6,949,159.

    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 117,260 shares
    Change vs previous 13F +369 shares

    <0.01% of the 13F portfolio, value $6,649,836.

    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 116,891 shares
    Change vs previous 13F -1,788 shares

    <0.01% of the 13F portfolio, value $6,086,532.

    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 118,679 shares
    Change vs previous 13F +13,637 shares

    <0.01% of the 13F portfolio, value $6,162,995.

    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 105,042 shares
    Change vs previous 13F +13,568 shares

    <0.01% of the 13F portfolio, value $4,655,444.

    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 91,474 shares
    Change vs previous 13F +72,173 shares

    <0.01% of the 13F portfolio, value $3,729,377.

    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 19,301 shares
    Change vs previous 13F +3,792 shares

    <0.01% of the 13F portfolio, value $793,468.

    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 15,509 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $570,278.

    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).