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LPL Financial LLC: GIS position timeline

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

LPL Financial LLC held 905,204 GIS 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 905,204 shares
    Change vs previous 13F +60,768 shares

    0.01% of the 13F portfolio, value $31,501,109.

    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 844,436 shares
    Change vs previous 13F +80,149 shares

    0.01% of the 13F portfolio, value $31,429,905.

    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 764,287 shares
    Change vs previous 13F -10,460 shares

    0.01% of the 13F portfolio, value $35,539,351.

    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 774,747 shares
    Change vs previous 13F -24,178 shares

    0.01% of the 13F portfolio, value $39,062,728.

    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 798,925 shares
    Change vs previous 13F +13,549 shares

    0.01% of the 13F portfolio, value $41,392,318.

    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 785,376 shares
    Change vs previous 13F -23,302 shares

    0.02% of the 13F portfolio, value $46,957,637.

    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 808,678 shares
    Change vs previous 13F +20,734 shares

    0.02% of the 13F portfolio, value $51,569,374.

    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 787,944 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $58,189,613.

    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).