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LPL Financial LLC: FLCO position timeline

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

LPL Financial LLC held 118,963 FLCO 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 118,963 shares
    Change vs previous 13F -12,777 shares

    <0.01% of the 13F portfolio, value $2,550,569.

    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 131,740 shares
    Change vs previous 13F +13,660 shares

    <0.01% of the 13F portfolio, value $2,821,862.

    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 118,080 shares
    Change vs previous 13F +10,659 shares

    <0.01% of the 13F portfolio, value $2,556,431.

    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 107,421 shares
    Change vs previous 13F -4,280 shares

    <0.01% of the 13F portfolio, value $2,350,367.

    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 111,701 shares
    Change vs previous 13F +22,717 shares

    <0.01% of the 13F portfolio, value $2,411,064.

    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 88,984 shares
    Change vs previous 13F -14,271 shares

    <0.01% of the 13F portfolio, value $1,905,720.

    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 103,255 shares
    Change vs previous 13F +4,314 shares

    <0.01% of the 13F portfolio, value $2,177,460.

    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 98,941 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,186,118.

    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).