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Disclosery

LPL Financial LLC: FINX position timeline

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

LPL Financial LLC held 118,280 FINX 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 118,280 shares
    Change vs previous 13F -46,892 shares

    <0.01% of the 13F portfolio, value $2,920,341.

    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 165,172 shares
    Change vs previous 13F -133,108 shares

    <0.01% of the 13F portfolio, value $3,815,471.

    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 298,280 shares
    Change vs previous 13F -27,992 shares

    <0.01% of the 13F portfolio, value $8,778,394.

    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 326,272 shares
    Change vs previous 13F +77,976 shares

    <0.01% of the 13F portfolio, value $10,936,647.

    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 248,296 shares
    Change vs previous 13F +14,495 shares

    <0.01% of the 13F portfolio, value $8,496,682.

    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 233,801 shares
    Change vs previous 13F +51,048 shares

    <0.01% of the 13F portfolio, value $6,443,560.

    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 182,753 shares
    Change vs previous 13F +16,336 shares

    <0.01% of the 13F portfolio, value $5,705,554.

    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 166,417 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,663,011.

    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).