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Disclosery

LPL Financial LLC: FINS position timeline

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

LPL Financial LLC held 180,224 FINS 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 180,224 shares
    Change vs previous 13F +2,579 shares

    <0.01% of the 13F portfolio, value $2,306,862.

    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 177,645 shares
    Change vs previous 13F -5,470 shares

    <0.01% of the 13F portfolio, value $2,264,972.

    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 183,115 shares
    Change vs previous 13F +4,153 shares

    <0.01% of the 13F portfolio, value $2,418,954.

    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 178,962 shares
    Change vs previous 13F -383 shares

    <0.01% of the 13F portfolio, value $2,346,197.

    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 179,345 shares
    Change vs previous 13F +44,660 shares

    <0.01% of the 13F portfolio, value $2,327,896.

    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 134,685 shares
    Change vs previous 13F +1,835 shares

    <0.01% of the 13F portfolio, value $1,815,547.

    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 132,850 shares
    Change vs previous 13F +1,284 shares

    <0.01% of the 13F portfolio, value $1,687,196.

    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 131,566 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,739,302.

    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).