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Disclosery

LPL Financial LLC: FXD position timeline

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

LPL Financial LLC held 140,473 FXD 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 140,473 shares
    Change vs previous 13F +1,622 shares

    <0.01% of the 13F portfolio, value $9,716,098.

    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 138,851 shares
    Change vs previous 13F -32,751 shares

    <0.01% of the 13F portfolio, value $8,889,253.

    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 171,602 shares
    Change vs previous 13F +11,457 shares

    <0.01% of the 13F portfolio, value $11,732,409.

    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 160,145 shares
    Change vs previous 13F -67,689 shares

    <0.01% of the 13F portfolio, value $10,925,071.

    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 227,834 shares
    Change vs previous 13F -54,448 shares

    <0.01% of the 13F portfolio, value $14,453,779.

    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 282,282 shares
    Change vs previous 13F -63,497 shares

    0.01% of the 13F portfolio, value $16,341,331.

    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 345,779 shares
    Change vs previous 13F +58,013 shares

    0.01% of the 13F portfolio, value $22,347,726.

    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 287,766 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $18,212,690.

    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).