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Disclosery

LPL Financial LLC: FRI position timeline

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

LPL Financial LLC held 643,819 FRI 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 643,819 shares
    Change vs previous 13F +73,421 shares

    <0.01% of the 13F portfolio, value $20,406,856.

    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 570,398 shares
    Change vs previous 13F -7,093 shares

    <0.01% of the 13F portfolio, value $16,233,512.

    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 577,491 shares
    Change vs previous 13F -328,314 shares

    <0.01% of the 13F portfolio, value $15,771,277.

    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 905,805 shares
    Change vs previous 13F -44,177 shares

    0.01% of the 13F portfolio, value $25,462,167.

    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 949,982 shares
    Change vs previous 13F +99,731 shares

    0.01% of the 13F portfolio, value $25,696,998.

    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 850,251 shares
    Change vs previous 13F +64,377 shares

    0.01% of the 13F portfolio, value $23,390,410.

    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 785,874 shares
    Change vs previous 13F -585,875 shares

    0.01% of the 13F portfolio, value $21,509,378.

    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 1,371,749 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $40,658,640.

    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).