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Disclosery

LPL Financial LLC: FRT position timeline

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

LPL Financial LLC held 83,606 FRT 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 83,606 shares
    Change vs previous 13F +6,072 shares

    <0.01% of the 13F portfolio, value $10,320,318.

    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 77,534 shares
    Change vs previous 13F -3,475 shares

    <0.01% of the 13F portfolio, value $8,234,936.

    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 81,009 shares
    Change vs previous 13F -1,623 shares

    <0.01% of the 13F portfolio, value $8,165,713.

    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 82,632 shares
    Change vs previous 13F +7,365 shares

    <0.01% of the 13F portfolio, value $8,371,403.

    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 75,267 shares
    Change vs previous 13F -3,590 shares

    <0.01% of the 13F portfolio, value $7,149,652.

    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 78,857 shares
    Change vs previous 13F -4,432 shares

    <0.01% of the 13F portfolio, value $7,713,783.

    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 83,289 shares
    Change vs previous 13F +12,387 shares

    <0.01% of the 13F portfolio, value $9,324,177.

    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 70,902 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,151,629.

    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).