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Disclosery

LPL Financial LLC: FVAL position timeline

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

LPL Financial LLC held 307,043 FVAL 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 307,043 shares
    Change vs previous 13F +16,755 shares

    0.01% of the 13F portfolio, value $23,929,238.

    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 290,288 shares
    Change vs previous 13F -41,465 shares

    0.01% of the 13F portfolio, value $20,145,987.

    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 331,753 shares
    Change vs previous 13F -9,161 shares

    0.01% of the 13F portfolio, value $23,975,779.

    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 340,914 shares
    Change vs previous 13F +46,445 shares

    0.01% of the 13F portfolio, value $23,478,730.

    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 294,469 shares
    Change vs previous 13F +40,388 shares

    0.01% of the 13F portfolio, value $18,807,710.

    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 254,081 shares
    Change vs previous 13F +64,192 shares

    0.01% of the 13F portfolio, value $15,140,681.

    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 189,889 shares
    Change vs previous 13F +48,329 shares

    <0.01% of the 13F portfolio, value $11,682,539.

    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 141,560 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,578,521.

    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).