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LPL Financial LLC: GENZ position timeline

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

LPL Financial LLC held 9,891 GENZ 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 9,891 shares
    Change vs previous 13F +412 shares

    <0.01% of the 13F portfolio, value $366,909.

    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 9,479 shares
    Change vs previous 13F -3,022 shares

    <0.01% of the 13F portfolio, value $327,396.

    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 12,501 shares
    Change vs previous 13F +161 shares

    <0.01% of the 13F portfolio, value $510,989.

    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 12,340 shares
    Change vs previous 13F -1,540 shares

    <0.01% of the 13F portfolio, value $552,865.

    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 13,880 shares
    Change vs previous 13F -1,081 shares

    <0.01% of the 13F portfolio, value $589,072.

    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 14,961 shares
    Change vs previous 13F -3,007 shares

    <0.01% of the 13F portfolio, value $559,844.

    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 17,968 shares
    Change vs previous 13F -3,769 shares

    <0.01% of the 13F portfolio, value $728,786.

    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 21,737 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $967,076.

    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).