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Disclosery

LPL Financial LLC: H position timeline

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

LPL Financial LLC held 24,792 H 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 24,792 shares
    Change vs previous 13F +2,386 shares

    <0.01% of the 13F portfolio, value $4,805,693.

    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 22,406 shares
    Change vs previous 13F +1,281 shares

    <0.01% of the 13F portfolio, value $3,221,694.

    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 21,125 shares
    Change vs previous 13F +13,595 shares

    <0.01% of the 13F portfolio, value $3,386,684.

    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 7,530 shares
    Change vs previous 13F +1,097 shares

    <0.01% of the 13F portfolio, value $1,068,665.

    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 6,433 shares
    Change vs previous 13F -3,296 shares

    <0.01% of the 13F portfolio, value $898,379.

    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 9,729 shares
    Change vs previous 13F -780 shares

    <0.01% of the 13F portfolio, value $1,191,825.

    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 10,509 shares
    Change vs previous 13F +1,076 shares

    <0.01% of the 13F portfolio, value $1,649,641.

    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 9,433 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,435,735.

    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).