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Disclosery

LPL Financial LLC: FPEI position timeline

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

LPL Financial LLC held 4,503,954 FPEI 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 4,503,954 shares
    Change vs previous 13F +220,173 shares

    0.02% of the 13F portfolio, value $86,881,274.

    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 4,283,781 shares
    Change vs previous 13F -71,690 shares

    0.02% of the 13F portfolio, value $81,391,828.

    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 4,355,471 shares
    Change vs previous 13F +85,475 shares

    0.02% of the 13F portfolio, value $84,452,578.

    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 4,269,996 shares
    Change vs previous 13F +542,136 shares

    0.02% of the 13F portfolio, value $82,581,716.

    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 3,727,860 shares
    Change vs previous 13F -110,077 shares

    0.02% of the 13F portfolio, value $70,792,054.

    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 3,837,937 shares
    Change vs previous 13F +319,485 shares

    0.03% of the 13F portfolio, value $71,769,413.

    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 3,518,452 shares
    Change vs previous 13F +641,323 shares

    0.03% of the 13F portfolio, value $65,795,050.

    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 2,877,129 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $54,866,855.

    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).