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Disclosery

LPL Financial LLC: FVD position timeline

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

LPL Financial LLC held 15,986,208 FVD 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 15,986,208 shares
    Change vs previous 13F -830,766 shares

    0.17% of the 13F portfolio, value $770,215,434.

    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 16,816,974 shares
    Change vs previous 13F -390,188 shares

    0.21% of the 13F portfolio, value $790,902,223.

    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 17,207,162 shares
    Change vs previous 13F -490,780 shares

    0.22% of the 13F portfolio, value $792,905,966.

    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 17,697,942 shares
    Change vs previous 13F +6,757 shares

    0.24% of the 13F portfolio, value $818,352,790.

    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 17,691,185 shares
    Change vs previous 13F +33,051 shares

    0.26% of the 13F portfolio, value $790,795,900.

    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 17,658,134 shares
    Change vs previous 13F +35,918 shares

    0.31% of the 13F portfolio, value $787,376,112.

    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 17,622,216 shares
    Change vs previous 13F +60,712 shares

    0.31% of the 13F portfolio, value $769,033,441.

    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 17,561,504 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $798,872,732.

    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).