Skip to content

LPL Financial LLC: FNDB position timeline

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

LPL Financial LLC held 104,739 FNDB 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 104,739 shares
    Change vs previous 13F +266 shares

    <0.01% of the 13F portfolio, value $3,190,348.

    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 104,473 shares
    Change vs previous 13F +745 shares

    <0.01% of the 13F portfolio, value $2,841,673.

    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 103,728 shares
    Change vs previous 13F -2,447 shares

    <0.01% of the 13F portfolio, value $2,756,059.

    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 106,175 shares
    Change vs previous 13F +456 shares

    <0.01% of the 13F portfolio, value $2,732,948.

    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 105,719 shares
    Change vs previous 13F -19,935 shares

    <0.01% of the 13F portfolio, value $2,535,131.

    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 125,654 shares
    Change vs previous 13F -135,473 shares

    <0.01% of the 13F portfolio, value $2,891,305.

    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 261,127 shares
    Change vs previous 13F +177,455 shares

    <0.01% of the 13F portfolio, value $6,073,818.

    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 83,672 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,888,023.

    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).