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Disclosery

LPL Financial LLC: FSM position timeline

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

LPL Financial LLC held 115,811 FSM 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 115,811 shares
    Change vs previous 13F +11,551 shares

    <0.01% of the 13F portfolio, value $978,603.

    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 104,260 shares
    Change vs previous 13F -16,368 shares

    <0.01% of the 13F portfolio, value $1,035,302.

    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 120,628 shares
    Change vs previous 13F -40,175 shares

    <0.01% of the 13F portfolio, value $1,183,361.

    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 160,803 shares
    Change vs previous 13F +30,443 shares

    <0.01% of the 13F portfolio, value $1,440,795.

    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 130,360 shares
    Change vs previous 13F +75,296 shares

    <0.01% of the 13F portfolio, value $852,554.

    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 55,064 shares
    Change vs previous 13F -38,441 shares

    <0.01% of the 13F portfolio, value $335,890.

    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 93,505 shares
    Change vs previous 13F +36,963 shares

    <0.01% of the 13F portfolio, value $401,136.

    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 56,542 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $261,789.

    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).