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LPL Financial LLC: FPI position timeline

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

LPL Financial LLC held 193,431 FPI 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 193,431 shares
    Change vs previous 13F +3,448 shares

    <0.01% of the 13F portfolio, value $1,872,415.

    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 189,983 shares
    Change vs previous 13F +77,470 shares

    <0.01% of the 13F portfolio, value $2,133,508.

    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 112,513 shares
    Change vs previous 13F -801 shares

    <0.01% of the 13F portfolio, value $1,090,254.

    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 113,314 shares
    Change vs previous 13F +25,453 shares

    <0.01% of the 13F portfolio, value $1,232,860.

    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 87,861 shares
    Change vs previous 13F -9,114 shares

    <0.01% of the 13F portfolio, value $1,011,283.

    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 96,975 shares
    Change vs previous 13F -806 shares

    <0.01% of the 13F portfolio, value $1,081,266.

    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 97,781 shares
    Change vs previous 13F +23,102 shares

    <0.01% of the 13F portfolio, value $1,149,903.

    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 74,679 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $780,393.

    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).