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Disclosery

LPL Financial LLC: FRSH position timeline

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

LPL Financial LLC held 29,262 FRSH 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 29,262 shares
    Change vs previous 13F +1,758 shares

    <0.01% of the 13F portfolio, value $296,131.

    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 27,504 shares
    Change vs previous 13F -45,399 shares

    <0.01% of the 13F portfolio, value $220,857.

    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 72,903 shares
    Change vs previous 13F -10,477 shares

    <0.01% of the 13F portfolio, value $893,062.

    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 83,380 shares
    Change vs previous 13F +12,164 shares

    <0.01% of the 13F portfolio, value $981,383.

    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 71,216 shares
    Change vs previous 13F +7,797 shares

    <0.01% of the 13F portfolio, value $1,061,831.

    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 63,419 shares
    Change vs previous 13F +19,942 shares

    <0.01% of the 13F portfolio, value $894,842.

    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 43,477 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $703,023.

    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).