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Disclosery

LPL Financial LLC: FUND position timeline

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

LPL Financial LLC held 543,929 FUND 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 543,929 shares
    Change vs previous 13F +5,799 shares

    <0.01% of the 13F portfolio, value $5,156,451.

    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 538,130 shares
    Change vs previous 13F +12,311 shares

    <0.01% of the 13F portfolio, value $5,133,764.

    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 525,819 shares
    Change vs previous 13F +82,782 shares

    <0.01% of the 13F portfolio, value $4,564,113.

    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 443,037 shares
    Change vs previous 13F -7,426 shares

    <0.01% of the 13F portfolio, value $3,681,641.

    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 450,463 shares
    Change vs previous 13F +16,710 shares

    <0.01% of the 13F portfolio, value $3,369,466.

    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 433,753 shares
    Change vs previous 13F +45,643 shares

    <0.01% of the 13F portfolio, value $3,214,113.

    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 388,110 shares
    Change vs previous 13F +248,980 shares

    <0.01% of the 13F portfolio, value $2,839,027.

    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 139,130 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,071,304.

    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).