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Disclosery

LPL Financial LLC: FLN position timeline

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

LPL Financial LLC held 242,845 FLN 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 242,845 shares
    Change vs previous 13F -30,604 shares

    <0.01% of the 13F portfolio, value $6,004,425.

    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 273,449 shares
    Change vs previous 13F +170,255 shares

    <0.01% of the 13F portfolio, value $6,979,445.

    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 103,194 shares
    Change vs previous 13F +40,773 shares

    <0.01% of the 13F portfolio, value $2,340,601.

    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 62,421 shares
    Change vs previous 13F -682 shares

    <0.01% of the 13F portfolio, value $1,336,803.

    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 63,103 shares
    Change vs previous 13F +24,767 shares

    <0.01% of the 13F portfolio, value $1,257,212.

    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 38,336 shares
    Change vs previous 13F +575 shares

    <0.01% of the 13F portfolio, value $663,977.

    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 37,761 shares
    Change vs previous 13F -7,449 shares

    <0.01% of the 13F portfolio, value $573,592.

    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 45,210 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $815,589.

    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).