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Disclosery

LPL Financial LLC: FISR position timeline

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

LPL Financial LLC held 3,544,540 FISR 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 3,544,540 shares
    Change vs previous 13F -814,806 shares

    0.02% of the 13F portfolio, value $90,917,440.

    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 4,359,346 shares
    Change vs previous 13F +1,112,925 shares

    0.03% of the 13F portfolio, value $112,122,369.

    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 3,246,421 shares
    Change vs previous 13F +1,267,951 shares

    0.02% of the 13F portfolio, value $84,114,765.

    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 1,978,470 shares
    Change vs previous 13F -2,234,916 shares

    0.02% of the 13F portfolio, value $51,549,030.

    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 4,213,386 shares
    Change vs previous 13F +1,045,887 shares

    0.04% of the 13F portfolio, value $108,873,884.

    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 3,167,499 shares
    Change vs previous 13F +487,140 shares

    0.03% of the 13F portfolio, value $81,974,871.

    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 2,680,359 shares
    Change vs previous 13F -524,208 shares

    0.03% of the 13F portfolio, value $67,975,226.

    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 3,204,567 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $85,206,219.

    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).