Skip to content
Disclosery

LPL Financial LLC: FMB position timeline

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

LPL Financial LLC held 2,423,152 FMB 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 2,423,152 shares
    Change vs previous 13F +94,492 shares

    0.03% of the 13F portfolio, value $124,470,535.

    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 2,328,660 shares
    Change vs previous 13F +20,135 shares

    0.03% of the 13F portfolio, value $117,969,922.

    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 2,308,525 shares
    Change vs previous 13F +181,458 shares

    0.03% of the 13F portfolio, value $118,046,406.

    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 2,127,067 shares
    Change vs previous 13F +80,800 shares

    0.03% of the 13F portfolio, value $107,845,695.

    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 2,046,267 shares
    Change vs previous 13F -133,501 shares

    0.03% of the 13F portfolio, value $101,945,015.

    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 2,179,768 shares
    Change vs previous 13F +77,992 shares

    0.04% of the 13F portfolio, value $109,908,676.

    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 2,101,776 shares
    Change vs previous 13F -405,595 shares

    0.04% of the 13F portfolio, value $107,211,612.

    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 2,507,371 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $130,283,014.

    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).