Skip to content

LPL Financial LLC: FSMD position timeline

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

LPL Financial LLC held 1,367,259 FSMD 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 1,367,259 shares
    Change vs previous 13F +148,606 shares

    0.02% of the 13F portfolio, value $72,259,629.

    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 1,218,653 shares
    Change vs previous 13F +118,770 shares

    0.01% of the 13F portfolio, value $54,498,147.

    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 1,099,883 shares
    Change vs previous 13F +86,762 shares

    0.01% of the 13F portfolio, value $48,537,843.

    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 1,013,121 shares
    Change vs previous 13F +167,743 shares

    0.01% of the 13F portfolio, value $44,587,459.

    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 845,378 shares
    Change vs previous 13F +224,588 shares

    0.01% of the 13F portfolio, value $35,057,803.

    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 620,790 shares
    Change vs previous 13F +265,301 shares

    0.01% of the 13F portfolio, value $24,310,146.

    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 355,489 shares
    Change vs previous 13F +232,426 shares

    0.01% of the 13F portfolio, value $14,635,470.

    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 123,063 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,094,824.

    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).