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LPL Financial LLC: FYC position timeline

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

LPL Financial LLC held 1,503,733 FYC 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 1,503,733 shares
    Change vs previous 13F +143,449 shares

    0.04% of the 13F portfolio, value $191,485,400.

    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 1,360,284 shares
    Change vs previous 13F +176,654 shares

    0.04% of the 13F portfolio, value $131,920,295.

    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 1,183,630 shares
    Change vs previous 13F +356,030 shares

    0.03% of the 13F portfolio, value $113,768,783.

    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 827,600 shares
    Change vs previous 13F +156,238 shares

    0.02% of the 13F portfolio, value $75,074,407.

    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 671,362 shares
    Change vs previous 13F +79,356 shares

    0.02% of the 13F portfolio, value $53,426,958.

    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 592,006 shares
    Change vs previous 13F +18,177 shares

    0.02% of the 13F portfolio, value $40,729,991.

    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 573,829 shares
    Change vs previous 13F +37,716 shares

    0.02% of the 13F portfolio, value $44,431,541.

    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 536,113 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $39,870,686.

    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).