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Disclosery

LPL Financial LLC: FTC position timeline

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

LPL Financial LLC held 669,373 FTC 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 669,373 shares
    Change vs previous 13F -6,610 shares

    0.03% of the 13F portfolio, value $129,704,455.

    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 675,983 shares
    Change vs previous 13F -14,792 shares

    0.03% of the 13F portfolio, value $104,197,771.

    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 690,775 shares
    Change vs previous 13F -12,373 shares

    0.03% of the 13F portfolio, value $110,438,535.

    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 703,148 shares
    Change vs previous 13F +31,745 shares

    0.03% of the 13F portfolio, value $112,967,929.

    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 671,403 shares
    Change vs previous 13F -13,868 shares

    0.03% of the 13F portfolio, value $101,361,726.

    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 685,271 shares
    Change vs previous 13F -28,725 shares

    0.04% of the 13F portfolio, value $90,044,616.

    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 713,996 shares
    Change vs previous 13F -1,046 shares

    0.04% of the 13F portfolio, value $98,709,982.

    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 715,042 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $93,985,123.

    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).