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Disclosery

LPL Financial LLC: FSEP position timeline

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

LPL Financial LLC held 212,430 FSEP 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 212,430 shares
    Change vs previous 13F -28,213 shares

    <0.01% of the 13F portfolio, value $11,700,644.

    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 240,643 shares
    Change vs previous 13F -3,120 shares

    <0.01% of the 13F portfolio, value $12,111,562.

    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 243,763 shares
    Change vs previous 13F +12,511 shares

    <0.01% of the 13F portfolio, value $12,568,420.

    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 231,252 shares
    Change vs previous 13F +36,348 shares

    <0.01% of the 13F portfolio, value $11,687,476.

    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 194,904 shares
    Change vs previous 13F +94,980 shares

    <0.01% of the 13F portfolio, value $9,357,048.

    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 99,924 shares
    Change vs previous 13F -377 shares

    <0.01% of the 13F portfolio, value $4,451,614.

    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 100,301 shares
    Change vs previous 13F +4,815 shares

    <0.01% of the 13F portfolio, value $4,583,324.

    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 95,486 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,291,141.

    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).