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Disclosery

LPL Financial LLC: FUN position timeline

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

LPL Financial LLC held 23,407 FUN 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 23,407 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $498,575.

    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 23,371 shares
    Change vs previous 13F -4,547 shares

    <0.01% of the 13F portfolio, value $414,837.

    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 27,918 shares
    Change vs previous 13F -8,534 shares

    <0.01% of the 13F portfolio, value $428,266.

    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 36,452 shares
    Change vs previous 13F -2,821 shares

    <0.01% of the 13F portfolio, value $828,189.

    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 39,273 shares
    Change vs previous 13F -1,926 shares

    <0.01% of the 13F portfolio, value $1,195,070.

    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 41,199 shares
    Change vs previous 13F -4,421 shares

    <0.01% of the 13F portfolio, value $1,469,585.

    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 45,620 shares
    Change vs previous 13F +376 shares

    <0.01% of the 13F portfolio, value $2,198,441.

    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 45,244 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,823,780.

    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).