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Disclosery

LPL Financial LLC: FNDA position timeline

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

LPL Financial LLC held 367,791 FNDA 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 367,791 shares
    Change vs previous 13F -102,551 shares

    <0.01% of the 13F portfolio, value $13,998,134.

    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 470,342 shares
    Change vs previous 13F +25,110 shares

    <0.01% of the 13F portfolio, value $15,253,189.

    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 445,232 shares
    Change vs previous 13F +16,515 shares

    <0.01% of the 13F portfolio, value $14,029,267.

    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 428,717 shares
    Change vs previous 13F +7,931 shares

    <0.01% of the 13F portfolio, value $13,358,806.

    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 420,786 shares
    Change vs previous 13F +24,320 shares

    <0.01% of the 13F portfolio, value $12,055,523.

    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 396,466 shares
    Change vs previous 13F +35,085 shares

    <0.01% of the 13F portfolio, value $10,859,210.

    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 361,381 shares
    Change vs previous 13F +198,012 shares

    <0.01% of the 13F portfolio, value $10,733,019.

    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 163,369 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,731,873.

    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).