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LPL Financial LLC: FLDR position timeline

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

LPL Financial LLC held 525,613 FLDR 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 525,613 shares
    Change vs previous 13F +7,260 shares

    0.01% of the 13F portfolio, value $26,338,456.

    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 518,353 shares
    Change vs previous 13F -14,690 shares

    0.01% of the 13F portfolio, value $25,943,544.

    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 533,043 shares
    Change vs previous 13F +58,829 shares

    0.01% of the 13F portfolio, value $26,774,741.

    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 474,214 shares
    Change vs previous 13F +37,111 shares

    0.01% of the 13F portfolio, value $23,805,550.

    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 437,103 shares
    Change vs previous 13F +39,668 shares

    0.01% of the 13F portfolio, value $21,885,755.

    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 397,435 shares
    Change vs previous 13F +94,120 shares

    0.01% of the 13F portfolio, value $19,919,455.

    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 303,315 shares
    Change vs previous 13F +71,654 shares

    0.01% of the 13F portfolio, value $15,144,532.

    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 231,661 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,631,721.

    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).