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Disclosery

LPL Financial LLC: GENI position timeline

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

LPL Financial LLC held 306,563 GENI 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 306,563 shares
    Change vs previous 13F +15,071 shares

    <0.01% of the 13F portfolio, value $1,857,772.

    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 291,492 shares
    Change vs previous 13F +45,155 shares

    <0.01% of the 13F portfolio, value $1,291,310.

    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 246,337 shares
    Change vs previous 13F +32,219 shares

    <0.01% of the 13F portfolio, value $2,714,634.

    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 214,118 shares
    Change vs previous 13F +88,181 shares

    <0.01% of the 13F portfolio, value $2,650,781.

    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 125,937 shares
    Change vs previous 13F +5,187 shares

    <0.01% of the 13F portfolio, value $1,309,745.

    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 120,750 shares
    Change vs previous 13F +105,279 shares

    <0.01% of the 13F portfolio, value $1,208,708.

    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 15,471 shares
    Change vs previous 13F +685 shares

    <0.01% of the 13F portfolio, value $133,824.

    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 14,786 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $115,922.

    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).