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Disclosery

LPL Financial LLC: FLTB position timeline

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

LPL Financial LLC held 219,258 FLTB 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 219,258 shares
    Change vs previous 13F -78,577 shares

    <0.01% of the 13F portfolio, value $10,991,423.

    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 297,835 shares
    Change vs previous 13F +9,355 shares

    <0.01% of the 13F portfolio, value $14,972,173.

    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 288,480 shares
    Change vs previous 13F +45,427 shares

    <0.01% of the 13F portfolio, value $14,614,420.

    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 243,053 shares
    Change vs previous 13F +123,301 shares

    <0.01% of the 13F portfolio, value $12,313,081.

    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 119,752 shares
    Change vs previous 13F +26,794 shares

    <0.01% of the 13F portfolio, value $6,035,492.

    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 92,958 shares
    Change vs previous 13F -12,247 shares

    <0.01% of the 13F portfolio, value $4,656,289.

    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 105,205 shares
    Change vs previous 13F +72,579 shares

    <0.01% of the 13F portfolio, value $5,221,306.

    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 32,626 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,643,201.

    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).