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Disclosery

LPL Financial LLC: FNDX position timeline

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

LPL Financial LLC held 6,260,653 FNDX 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 6,260,653 shares
    Change vs previous 13F +435,438 shares

    0.04% of the 13F portfolio, value $194,706,287.

    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 5,825,215 shares
    Change vs previous 13F +673,893 shares

    0.04% of the 13F portfolio, value $162,232,219.

    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 5,151,322 shares
    Change vs previous 13F +598,218 shares

    0.04% of the 13F portfolio, value $140,167,454.

    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 4,553,104 shares
    Change vs previous 13F +1,005,035 shares

    0.03% of the 13F portfolio, value $119,746,618.

    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 3,548,069 shares
    Change vs previous 13F +969,875 shares

    0.03% of the 13F portfolio, value $87,069,599.

    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 2,578,194 shares
    Change vs previous 13F +91,580 shares

    0.02% of the 13F portfolio, value $60,871,164.

    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 2,486,614 shares
    Change vs previous 13F +1,974,168 shares

    0.02% of the 13F portfolio, value $58,883,015.

    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 512,446 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $36,773,158.

    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).