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Disclosery

LPL Financial LLC: FYLD position timeline

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

LPL Financial LLC held 355,326 FYLD 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 355,326 shares
    Change vs previous 13F +10,330 shares

    <0.01% of the 13F portfolio, value $12,965,841.

    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 344,996 shares
    Change vs previous 13F -17,452 shares

    <0.01% of the 13F portfolio, value $12,880,440.

    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 362,448 shares
    Change vs previous 13F +16,093 shares

    <0.01% of the 13F portfolio, value $11,775,931.

    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 346,355 shares
    Change vs previous 13F +6,970 shares

    <0.01% of the 13F portfolio, value $10,802,807.

    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 339,385 shares
    Change vs previous 13F +85,485 shares

    <0.01% of the 13F portfolio, value $9,923,606.

    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 253,900 shares
    Change vs previous 13F +59,369 shares

    <0.01% of the 13F portfolio, value $6,837,538.

    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 194,531 shares
    Change vs previous 13F +35,903 shares

    <0.01% of the 13F portfolio, value $4,904,133.

    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 158,628 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,417,781.

    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).