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LPL Financial LLC: FOUR position timeline

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

LPL Financial LLC held 81,645 FOUR 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 81,645 shares
    Change vs previous 13F +35,077 shares

    <0.01% of the 13F portfolio, value $3,971,213.

    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 46,568 shares
    Change vs previous 13F -107,801 shares

    <0.01% of the 13F portfolio, value $2,036,418.

    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 154,369 shares
    Change vs previous 13F -52,018 shares

    <0.01% of the 13F portfolio, value $9,720,616.

    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 206,387 shares
    Change vs previous 13F +49,999 shares

    <0.01% of the 13F portfolio, value $15,974,354.

    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 156,388 shares
    Change vs previous 13F +66,587 shares

    0.01% of the 13F portfolio, value $15,499,615.

    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 89,801 shares
    Change vs previous 13F -11,490 shares

    <0.01% of the 13F portfolio, value $7,337,640.

    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 101,291 shares
    Change vs previous 13F +20,478 shares

    <0.01% of the 13F portfolio, value $10,511,980.

    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 80,813 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,160,032.

    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).