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Disclosery

LPL Financial LLC: FTDS position timeline

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

LPL Financial LLC held 150,270 FTDS 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 150,270 shares
    Change vs previous 13F +8,362 shares

    <0.01% of the 13F portfolio, value $9,220,065.

    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 141,908 shares
    Change vs previous 13F +3,232 shares

    <0.01% of the 13F portfolio, value $8,561,545.

    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 138,676 shares
    Change vs previous 13F +7,495 shares

    <0.01% of the 13F portfolio, value $7,834,314.

    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 131,181 shares
    Change vs previous 13F -38,678 shares

    <0.01% of the 13F portfolio, value $7,291,519.

    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 169,859 shares
    Change vs previous 13F +10,988 shares

    <0.01% of the 13F portfolio, value $8,868,333.

    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 158,871 shares
    Change vs previous 13F +22,450 shares

    <0.01% of the 13F portfolio, value $8,089,800.

    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 136,421 shares
    Change vs previous 13F +4,164 shares

    <0.01% of the 13F portfolio, value $6,895,801.

    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 132,257 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,886,370.

    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).