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Disclosery

LPL Financial LLC: FNDF position timeline

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

LPL Financial LLC held 2,878,360 FNDF 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 2,878,360 shares
    Change vs previous 13F +203,713 shares

    0.03% of the 13F portfolio, value $151,862,261.

    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 2,674,647 shares
    Change vs previous 13F +192,961 shares

    0.03% of the 13F portfolio, value $130,870,470.

    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 2,481,686 shares
    Change vs previous 13F +198,788 shares

    0.03% of the 13F portfolio, value $112,197,036.

    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 2,282,898 shares
    Change vs previous 13F +64,794 shares

    0.03% of the 13F portfolio, value $98,073,300.

    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 2,218,104 shares
    Change vs previous 13F +486,820 shares

    0.03% of the 13F portfolio, value $88,768,528.

    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 1,731,284 shares
    Change vs previous 13F +166,939 shares

    0.02% of the 13F portfolio, value $62,568,593.

    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 1,564,345 shares
    Change vs previous 13F +328,540 shares

    0.02% of the 13F portfolio, value $51,951,904.

    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 1,235,805 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $46,182,041.

    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).