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Disclosery

LPL Financial LLC: FV position timeline

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

LPL Financial LLC held 3,298,431 FV 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 3,298,431 shares
    Change vs previous 13F +197,578 shares

    0.06% of the 13F portfolio, value $250,284,935.

    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 3,100,853 shares
    Change vs previous 13F -1,054,775 shares

    0.05% of the 13F portfolio, value $187,407,756.

    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 4,155,628 shares
    Change vs previous 13F -311,143 shares

    0.07% of the 13F portfolio, value $261,470,803.

    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 4,466,771 shares
    Change vs previous 13F +48,950 shares

    0.08% of the 13F portfolio, value $276,582,426.

    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 4,417,821 shares
    Change vs previous 13F -47,130 shares

    0.09% of the 13F portfolio, value $261,800,063.

    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 4,464,951 shares
    Change vs previous 13F -178 shares

    0.1% of the 13F portfolio, value $244,947,199.

    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 4,465,129 shares
    Change vs previous 13F +277,315 shares

    0.11% of the 13F portfolio, value $263,710,535.

    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 4,187,814 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $244,023,894.

    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).