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LPL Financial LLC: GS position timeline

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

LPL Financial LLC held 525,905 GS 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 525,905 shares
    Change vs previous 13F +33,728 shares

    0.12% of the 13F portfolio, value $531,883,895.

    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 492,177 shares
    Change vs previous 13F +8,295 shares

    0.11% of the 13F portfolio, value $416,377,049.

    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 483,882 shares
    Change vs previous 13F +17,741 shares

    0.12% of the 13F portfolio, value $425,332,219.

    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 466,141 shares
    Change vs previous 13F +31,848 shares

    0.11% of the 13F portfolio, value $371,211,151.

    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 434,293 shares
    Change vs previous 13F +25,821 shares

    0.1% of the 13F portfolio, value $307,371,120.

    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 408,472 shares
    Change vs previous 13F +52,538 shares

    0.09% of the 13F portfolio, value $223,144,297.

    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 355,934 shares
    Change vs previous 13F +46,587 shares

    0.08% of the 13F portfolio, value $203,814,714.

    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 309,347 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $153,160,673.

    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).