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Disclosery

LPL Financial LLC: FIDI position timeline

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

LPL Financial LLC held 133,957 FIDI 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 133,957 shares
    Change vs previous 13F +16,542 shares

    <0.01% of the 13F portfolio, value $3,666,399.

    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 117,415 shares
    Change vs previous 13F +60,001 shares

    <0.01% of the 13F portfolio, value $3,241,248.

    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 57,414 shares
    Change vs previous 13F -1,049 shares

    <0.01% of the 13F portfolio, value $1,487,602.

    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 58,463 shares
    Change vs previous 13F +7,228 shares

    <0.01% of the 13F portfolio, value $1,430,420.

    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 51,235 shares
    Change vs previous 13F +12,262 shares

    <0.01% of the 13F portfolio, value $1,193,259.

    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 38,973 shares
    Change vs previous 13F +307 shares

    <0.01% of the 13F portfolio, value $835,532.

    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 38,666 shares
    Change vs previous 13F -15,060 shares

    <0.01% of the 13F portfolio, value $753,948.

    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 53,726 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,169,025.

    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).