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Disclosery

LPL Financial LLC: FSV position timeline

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

LPL Financial LLC held 10,890 FSV 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 10,890 shares
    Change vs previous 13F +1,907 shares

    <0.01% of the 13F portfolio, value $1,547,525.

    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 8,983 shares
    Change vs previous 13F +3,134 shares

    <0.01% of the 13F portfolio, value $1,248,038.

    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 5,849 shares
    Change vs previous 13F -1,935 shares

    <0.01% of the 13F portfolio, value $909,692.

    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 7,784 shares
    Change vs previous 13F -3,879 shares

    <0.01% of the 13F portfolio, value $1,482,601.

    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 11,663 shares
    Change vs previous 13F +856 shares

    <0.01% of the 13F portfolio, value $2,036,584.

    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 10,807 shares
    Change vs previous 13F +1,100 shares

    <0.01% of the 13F portfolio, value $1,793,259.

    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 9,707 shares
    Change vs previous 13F +471 shares

    <0.01% of the 13F portfolio, value $1,757,106.

    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 9,236 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,685,109.

    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).