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Disclosery

LPL Financial LLC: FMF position timeline

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

LPL Financial LLC held 231,259 FMF 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 231,259 shares
    Change vs previous 13F -353,940 shares

    <0.01% of the 13F portfolio, value $11,590,677.

    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 585,199 shares
    Change vs previous 13F +88,090 shares

    0.01% of the 13F portfolio, value $29,622,760.

    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 497,109 shares
    Change vs previous 13F +96,047 shares

    0.01% of the 13F portfolio, value $23,388,992.

    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 401,062 shares
    Change vs previous 13F +57,395 shares

    0.01% of the 13F portfolio, value $19,531,662.

    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 343,667 shares
    Change vs previous 13F +15,464 shares

    0.01% of the 13F portfolio, value $15,537,177.

    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 328,203 shares
    Change vs previous 13F +23,178 shares

    0.01% of the 13F portfolio, value $15,136,705.

    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 305,025 shares
    Change vs previous 13F -4,279 shares

    0.01% of the 13F portfolio, value $14,513,065.

    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 309,304 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $14,691,947.

    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).