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LPL Financial LLC: FN position timeline

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

LPL Financial LLC held 48,028 FN 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 48,028 shares
    Change vs previous 13F +4,843 shares

    0.01% of the 13F portfolio, value $26,995,297.

    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 43,185 shares
    Change vs previous 13F +11,947 shares

    0.01% of the 13F portfolio, value $22,521,580.

    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 31,238 shares
    Change vs previous 13F +6,983 shares

    <0.01% of the 13F portfolio, value $14,221,581.

    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 24,255 shares
    Change vs previous 13F +1,967 shares

    <0.01% of the 13F portfolio, value $8,843,858.

    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 22,288 shares
    Change vs previous 13F +4,995 shares

    <0.01% of the 13F portfolio, value $6,567,901.

    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 17,293 shares
    Change vs previous 13F +2,762 shares

    <0.01% of the 13F portfolio, value $3,415,442.

    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 14,531 shares
    Change vs previous 13F +7,624 shares

    <0.01% of the 13F portfolio, value $3,195,076.

    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 6,907 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,633,091.

    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).