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Disclosery

LPL Financial LLC: FLIA position timeline

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

LPL Financial LLC held 659,121 FLIA 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 659,121 shares
    Change vs previous 13F -61,238 shares

    <0.01% of the 13F portfolio, value $13,505,389.

    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 720,359 shares
    Change vs previous 13F -5,838 shares

    <0.01% of the 13F portfolio, value $14,594,477.

    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 726,197 shares
    Change vs previous 13F +24,819 shares

    <0.01% of the 13F portfolio, value $14,654,657.

    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 701,378 shares
    Change vs previous 13F -219,985 shares

    <0.01% of the 13F portfolio, value $14,385,252.

    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 921,363 shares
    Change vs previous 13F +438,955 shares

    0.01% of the 13F portfolio, value $18,924,802.

    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 482,408 shares
    Change vs previous 13F +94,990 shares

    <0.01% of the 13F portfolio, value $9,754,292.

    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 387,418 shares
    Change vs previous 13F +31,819 shares

    <0.01% of the 13F portfolio, value $7,856,846.

    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 355,599 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,394,668.

    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).