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Disclosery

LPL Financial LLC: FSCS position timeline

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

LPL Financial LLC held 514,446 FSCS 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 514,446 shares
    Change vs previous 13F -6,793 shares

    <0.01% of the 13F portfolio, value $18,931,352.

    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 521,239 shares
    Change vs previous 13F +11,571 shares

    <0.01% of the 13F portfolio, value $18,348,657.

    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 509,668 shares
    Change vs previous 13F +181,008 shares

    <0.01% of the 13F portfolio, value $18,231,272.

    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 328,660 shares
    Change vs previous 13F +822 shares

    <0.01% of the 13F portfolio, value $12,055,418.

    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 327,838 shares
    Change vs previous 13F +18,770 shares

    <0.01% of the 13F portfolio, value $11,716,931.

    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 309,068 shares
    Change vs previous 13F +15,185 shares

    <0.01% of the 13F portfolio, value $10,676,679.

    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 293,883 shares
    Change vs previous 13F +37,425 shares

    <0.01% of the 13F portfolio, value $10,406,400.

    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 256,458 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,045,262.

    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).