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Disclosery

LPL Financial LLC: FPA position timeline

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

LPL Financial LLC held 50,015 FPA 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 50,015 shares
    Change vs previous 13F -3,427 shares

    <0.01% of the 13F portfolio, value $2,676,794.

    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 53,442 shares
    Change vs previous 13F +15,996 shares

    <0.01% of the 13F portfolio, value $2,323,293.

    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 37,446 shares
    Change vs previous 13F -64 shares

    <0.01% of the 13F portfolio, value $1,399,348.

    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 37,510 shares
    Change vs previous 13F +2,375 shares

    <0.01% of the 13F portfolio, value $1,401,751.

    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 35,135 shares
    Change vs previous 13F +27,571 shares

    <0.01% of the 13F portfolio, value $1,255,356.

    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 7,564 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $214,780.

    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).