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LPL Financial LLC: FTCB position timeline

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

LPL Financial LLC held 17,077,917 FTCB 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 17,077,917 shares
    Change vs previous 13F +2,015,812 shares

    0.08% of the 13F portfolio, value $356,159,905.

    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 15,062,105 shares
    Change vs previous 13F +2,648,647 shares

    0.08% of the 13F portfolio, value $315,701,691.

    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 12,413,458 shares
    Change vs previous 13F +3,649,333 shares

    0.07% of the 13F portfolio, value $263,537,701.

    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 8,764,125 shares
    Change vs previous 13F +1,786,913 shares

    0.05% of the 13F portfolio, value $186,763,491.

    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 6,977,212 shares
    Change vs previous 13F +3,190,929 shares

    0.05% of the 13F portfolio, value $146,940,085.

    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 3,786,283 shares
    Change vs previous 13F +1,634,458 shares

    0.03% of the 13F portfolio, value $79,474,069.

    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 2,151,825 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $44,435,186.

    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).