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Disclosery

LPL Financial LLC: G position timeline

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

LPL Financial LLC held 185,633 G 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 185,633 shares
    Change vs previous 13F -28,442 shares

    <0.01% of the 13F portfolio, value $5,104,914.

    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 214,075 shares
    Change vs previous 13F +54,036 shares

    <0.01% of the 13F portfolio, value $7,974,301.

    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 160,039 shares
    Change vs previous 13F -4,974 shares

    <0.01% of the 13F portfolio, value $7,486,617.

    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 165,013 shares
    Change vs previous 13F +41,448 shares

    <0.01% of the 13F portfolio, value $6,912,392.

    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 123,565 shares
    Change vs previous 13F +13,746 shares

    <0.01% of the 13F portfolio, value $5,438,077.

    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 109,819 shares
    Change vs previous 13F +73,551 shares

    <0.01% of the 13F portfolio, value $5,532,702.

    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 36,268 shares
    Change vs previous 13F +10,776 shares

    <0.01% of the 13F portfolio, value $1,557,694.

    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 25,492 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $999,557.

    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).