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Disclosery

LPL Financial LLC: FIVE position timeline

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

LPL Financial LLC held 25,021 FIVE 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 25,021 shares
    Change vs previous 13F +10,136 shares

    <0.01% of the 13F portfolio, value $4,498,436.

    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 14,885 shares
    Change vs previous 13F +2,178 shares

    <0.01% of the 13F portfolio, value $3,400,833.

    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 12,707 shares
    Change vs previous 13F -48,809 shares

    <0.01% of the 13F portfolio, value $2,393,509.

    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 61,516 shares
    Change vs previous 13F -7,748 shares

    <0.01% of the 13F portfolio, value $9,516,463.

    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 69,264 shares
    Change vs previous 13F -1,962 shares

    <0.01% of the 13F portfolio, value $9,086,065.

    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 71,226 shares
    Change vs previous 13F +5,000 shares

    <0.01% of the 13F portfolio, value $5,336,614.

    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 66,226 shares
    Change vs previous 13F +55,462 shares

    <0.01% of the 13F portfolio, value $6,951,091.

    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 10,764 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $950,973.

    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).