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Disclosery

LPL Financial LLC: FTLS position timeline

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

LPL Financial LLC held 2,369,228 FTLS 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 2,369,228 shares
    Change vs previous 13F -61,419 shares

    0.04% of the 13F portfolio, value $174,849,039.

    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 2,430,647 shares
    Change vs previous 13F +33,119 shares

    0.05% of the 13F portfolio, value $171,020,287.

    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 2,397,528 shares
    Change vs previous 13F +149,648 shares

    0.05% of the 13F portfolio, value $170,200,483.

    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 2,247,880 shares
    Change vs previous 13F -115,507 shares

    0.05% of the 13F portfolio, value $157,239,182.

    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 2,363,387 shares
    Change vs previous 13F +103,145 shares

    0.05% of the 13F portfolio, value $156,645,271.

    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 2,260,242 shares
    Change vs previous 13F +352,687 shares

    0.06% of the 13F portfolio, value $144,836,285.

    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 1,907,555 shares
    Change vs previous 13F +194,659 shares

    0.05% of the 13F portfolio, value $125,536,178.

    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 1,712,896 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $108,717,515.

    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).