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LPL Financial LLC: FSMB position timeline

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

LPL Financial LLC held 2,496,609 FSMB 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 2,496,609 shares
    Change vs previous 13F +229,136 shares

    0.01% of the 13F portfolio, value $49,907,203.

    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 2,267,473 shares
    Change vs previous 13F +844,720 shares

    0.01% of the 13F portfolio, value $45,258,754.

    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 1,422,753 shares
    Change vs previous 13F -16,934 shares

    0.01% of the 13F portfolio, value $28,519,089.

    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 1,439,687 shares
    Change vs previous 13F +98,071 shares

    0.01% of the 13F portfolio, value $28,908,923.

    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 1,341,616 shares
    Change vs previous 13F +105,547 shares

    0.01% of the 13F portfolio, value $26,704,864.

    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 1,236,069 shares
    Change vs previous 13F -82,318 shares

    0.01% of the 13F portfolio, value $24,560,699.

    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 1,318,387 shares
    Change vs previous 13F +138,848 shares

    0.01% of the 13F portfolio, value $26,156,802.

    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 1,179,539 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $23,602,575.

    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).