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Disclosery

LPL Financial LLC: FIDU position timeline

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

LPL Financial LLC held 285,843 FIDU 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 285,843 shares
    Change vs previous 13F +10,728 shares

    0.01% of the 13F portfolio, value $28,472,817.

    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 275,115 shares
    Change vs previous 13F +54,837 shares

    0.01% of the 13F portfolio, value $23,802,914.

    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 220,278 shares
    Change vs previous 13F -30,832 shares

    <0.01% of the 13F portfolio, value $18,168,519.

    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 251,110 shares
    Change vs previous 13F +69,398 shares

    0.01% of the 13F portfolio, value $20,575,911.

    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 181,712 shares
    Change vs previous 13F +3,368 shares

    <0.01% of the 13F portfolio, value $14,088,137.

    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 178,344 shares
    Change vs previous 13F +30,176 shares

    <0.01% of the 13F portfolio, value $12,211,220.

    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 148,168 shares
    Change vs previous 13F +53,813 shares

    <0.01% of the 13F portfolio, value $10,417,709.

    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 94,355 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,809,617.

    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).