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
- period ended2026-06-3013F 2,496,609 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,267,473 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,422,753 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,439,687 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,341,616 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,236,069 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,318,387 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,179,539 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).