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Disclosery

LPL Financial LLC: FLHY position timeline

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

LPL Financial LLC held 3,664,002 FLHY 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 3,664,002 shares
    Change vs previous 13F +1,171,451 shares

    0.02% of the 13F portfolio, value $88,998,608.

    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 2,492,551 shares
    Change vs previous 13F +1,164,356 shares

    0.02% of the 13F portfolio, value $60,170,190.

    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 1,328,195 shares
    Change vs previous 13F +142,587 shares

    0.01% of the 13F portfolio, value $32,427,877.

    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 1,185,608 shares
    Change vs previous 13F +234,723 shares

    0.01% of the 13F portfolio, value $29,082,958.

    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 950,885 shares
    Change vs previous 13F +256,641 shares

    0.01% of the 13F portfolio, value $23,154,043.

    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 694,244 shares
    Change vs previous 13F +94,719 shares

    0.01% of the 13F portfolio, value $16,543,832.

    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 599,525 shares
    Change vs previous 13F -7,923 shares

    0.01% of the 13F portfolio, value $14,310,667.

    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 607,448 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $14,849,056.

    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).