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Disclosery

LPL Financial LLC: FPE position timeline

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

LPL Financial LLC held 18,509,769 FPE 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 18,509,769 shares
    Change vs previous 13F +672,035 shares

    0.07% of the 13F portfolio, value $330,954,612.

    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 17,837,734 shares
    Change vs previous 13F +1,016,910 shares

    0.08% of the 13F portfolio, value $316,619,721.

    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 16,820,824 shares
    Change vs previous 13F +2,636,765 shares

    0.08% of the 13F portfolio, value $306,475,373.

    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 14,184,059 shares
    Change vs previous 13F +335,384 shares

    0.08% of the 13F portfolio, value $258,717,200.

    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 13,848,675 shares
    Change vs previous 13F -514,082 shares

    0.08% of the 13F portfolio, value $246,506,375.

    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 14,362,757 shares
    Change vs previous 13F +1,334,701 shares

    0.1% of the 13F portfolio, value $252,640,847.

    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 13,028,056 shares
    Change vs previous 13F +1,151,344 shares

    0.09% of the 13F portfolio, value $230,596,550.

    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 11,876,712 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $214,968,458.

    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).