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Disclosery

LPL Financial LLC: FLRT position timeline

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

LPL Financial LLC held 1,605,404 FLRT 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 1,605,404 shares
    Change vs previous 13F -206,196 shares

    0.02% of the 13F portfolio, value $74,859,975.

    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 1,811,600 shares
    Change vs previous 13F +264,674 shares

    0.02% of the 13F portfolio, value $83,895,206.

    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 1,546,926 shares
    Change vs previous 13F +343,949 shares

    0.02% of the 13F portfolio, value $72,914,346.

    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 1,202,977 shares
    Change vs previous 13F +319,736 shares

    0.02% of the 13F portfolio, value $57,009,089.

    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 883,241 shares
    Change vs previous 13F +134,548 shares

    0.01% of the 13F portfolio, value $42,042,288.

    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 748,693 shares
    Change vs previous 13F +237,358 shares

    0.01% of the 13F portfolio, value $35,255,947.

    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 511,335 shares
    Change vs previous 13F +85,067 shares

    0.01% of the 13F portfolio, value $24,308,857.

    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 426,268 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $20,243,477.

    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).