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Disclosery

LPL Financial LLC: FLS position timeline

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

LPL Financial LLC held 119,616 FLS 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 119,616 shares
    Change vs previous 13F +17,072 shares

    <0.01% of the 13F portfolio, value $8,870,717.

    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 102,544 shares
    Change vs previous 13F +21,436 shares

    <0.01% of the 13F portfolio, value $7,537,974.

    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 81,108 shares
    Change vs previous 13F +7,683 shares

    <0.01% of the 13F portfolio, value $5,627,259.

    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 73,425 shares
    Change vs previous 13F -25,802 shares

    <0.01% of the 13F portfolio, value $3,901,820.

    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 99,227 shares
    Change vs previous 13F +29,146 shares

    <0.01% of the 13F portfolio, value $5,194,530.

    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 70,081 shares
    Change vs previous 13F +3,562 shares

    <0.01% of the 13F portfolio, value $3,422,735.

    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 66,519 shares
    Change vs previous 13F +7,302 shares

    <0.01% of the 13F portfolio, value $3,826,129.

    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 59,217 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,060,909.

    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).