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Disclosery

LPL Financial LLC: FID position timeline

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

LPL Financial LLC held 1,125,087 FID 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 1,125,087 shares
    Change vs previous 13F +47,353 shares

    0.01% of the 13F portfolio, value $24,143,922.

    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 1,077,734 shares
    Change vs previous 13F -41,719 shares

    0.01% of the 13F portfolio, value $22,573,134.

    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 1,119,453 shares
    Change vs previous 13F +81,728 shares

    0.01% of the 13F portfolio, value $23,004,764.

    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 1,037,725 shares
    Change vs previous 13F +143,128 shares

    0.01% of the 13F portfolio, value $20,443,182.

    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 894,597 shares
    Change vs previous 13F +87,335 shares

    0.01% of the 13F portfolio, value $17,194,144.

    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 807,262 shares
    Change vs previous 13F +50,082 shares

    0.01% of the 13F portfolio, value $13,925,264.

    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 757,180 shares
    Change vs previous 13F +42,436 shares

    0.01% of the 13F portfolio, value $12,326,889.

    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 714,744 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,550,897.

    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).