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Disclosery

LPL Financial LLC: FND position timeline

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

LPL Financial LLC held 187,067 FND 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 187,067 shares
    Change vs previous 13F +131,155 shares

    <0.01% of the 13F portfolio, value $11,104,267.

    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 55,912 shares
    Change vs previous 13F +3,746 shares

    <0.01% of the 13F portfolio, value $2,840,304.

    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 52,166 shares
    Change vs previous 13F +15,990 shares

    <0.01% of the 13F portfolio, value $3,176,377.

    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 36,176 shares
    Change vs previous 13F +9,147 shares

    <0.01% of the 13F portfolio, value $2,666,158.

    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 27,029 shares
    Change vs previous 13F +4,923 shares

    <0.01% of the 13F portfolio, value $2,053,123.

    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 22,106 shares
    Change vs previous 13F +2,138 shares

    <0.01% of the 13F portfolio, value $1,778,870.

    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 19,968 shares
    Change vs previous 13F +7,670 shares

    <0.01% of the 13F portfolio, value $1,990,810.

    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 12,298 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,527,043.

    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).