Skip to content
Disclosery

LPL Financial LLC: FTA position timeline

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

LPL Financial LLC held 1,122,896 FTA 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 1,122,896 shares
    Change vs previous 13F +52,150 shares

    0.02% of the 13F portfolio, value $108,694,592.

    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 1,070,746 shares
    Change vs previous 13F +68,917 shares

    0.03% of the 13F portfolio, value $98,883,363.

    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 1,001,829 shares
    Change vs previous 13F +77,963 shares

    0.02% of the 13F portfolio, value $86,305,324.

    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 923,866 shares
    Change vs previous 13F +51,382 shares

    0.02% of the 13F portfolio, value $76,982,217.

    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 872,484 shares
    Change vs previous 13F +7,837 shares

    0.02% of the 13F portfolio, value $68,603,395.

    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 864,647 shares
    Change vs previous 13F +15,758 shares

    0.03% of the 13F portfolio, value $66,335,688.

    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 848,889 shares
    Change vs previous 13F +51,783 shares

    0.03% of the 13F portfolio, value $64,906,070.

    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 797,106 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $63,074,984.

    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).