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Disclosery

LPL Financial LLC: FOR position timeline

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

LPL Financial LLC held 8,611 FOR 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 8,611 shares
    Change vs previous 13F -539 shares

    <0.01% of the 13F portfolio, value $272,538.

    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 9,150 shares
    Change vs previous 13F -6,655 shares

    <0.01% of the 13F portfolio, value $223,626.

    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 15,805 shares
    Change vs previous 13F -122,063 shares

    <0.01% of the 13F portfolio, value $389,277.

    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 137,868 shares
    Change vs previous 13F -591 shares

    <0.01% of the 13F portfolio, value $3,665,897.

    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 138,459 shares
    Change vs previous 13F +7,817 shares

    <0.01% of the 13F portfolio, value $2,769,171.

    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 130,642 shares
    Change vs previous 13F +6,460 shares

    <0.01% of the 13F portfolio, value $2,761,762.

    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 124,182 shares
    Change vs previous 13F +4,161 shares

    <0.01% of the 13F portfolio, value $3,218,786.

    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 120,021 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,885,065.

    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).