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Disclosery

LPL Financial LLC: GAM position timeline

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

LPL Financial LLC held 18,875 GAM 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 18,875 shares
    Change vs previous 13F +599 shares

    <0.01% of the 13F portfolio, value $1,203,270.

    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 18,276 shares
    Change vs previous 13F -3,423 shares

    <0.01% of the 13F portfolio, value $1,068,587.

    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 21,699 shares
    Change vs previous 13F -3,193 shares

    <0.01% of the 13F portfolio, value $1,274,354.

    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 24,892 shares
    Change vs previous 13F +5,119 shares

    <0.01% of the 13F portfolio, value $1,548,539.

    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 19,773 shares
    Change vs previous 13F +6,360 shares

    <0.01% of the 13F portfolio, value $1,108,094.

    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 13,413 shares
    Change vs previous 13F +3,865 shares

    <0.01% of the 13F portfolio, value $675,622.

    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 9,548 shares
    Change vs previous 13F -3,802 shares

    <0.01% of the 13F portfolio, value $487,053.

    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 13,350 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $715,694.

    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).