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LPL Financial LLC: FRDM position timeline

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

LPL Financial LLC held 1,085,086 FRDM 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 1,085,086 shares
    Change vs previous 13F +317,875 shares

    0.02% of the 13F portfolio, value $79,102,791.

    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 767,211 shares
    Change vs previous 13F +344,651 shares

    0.01% of the 13F portfolio, value $41,928,069.

    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 422,560 shares
    Change vs previous 13F +122,599 shares

    0.01% of the 13F portfolio, value $21,664,625.

    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 299,961 shares
    Change vs previous 13F +72,855 shares

    <0.01% of the 13F portfolio, value $13,291,256.

    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 227,106 shares
    Change vs previous 13F +45,969 shares

    <0.01% of the 13F portfolio, value $9,175,075.

    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 181,137 shares
    Change vs previous 13F +23,030 shares

    <0.01% of the 13F portfolio, value $6,349,252.

    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 158,107 shares
    Change vs previous 13F -26,597 shares

    <0.01% of the 13F portfolio, value $5,166,949.

    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 184,704 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,608,700.

    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).