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Disclosery

LPL Financial LLC: HAE position timeline

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

LPL Financial LLC held 4,786 HAE 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 4,786 shares
    Change vs previous 13F -20,852 shares

    <0.01% of the 13F portfolio, value $358,950.

    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 25,638 shares
    Change vs previous 13F -16,702 shares

    <0.01% of the 13F portfolio, value $1,444,958.

    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 42,340 shares
    Change vs previous 13F +2,756 shares

    <0.01% of the 13F portfolio, value $3,393,551.

    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 39,584 shares
    Change vs previous 13F -10,020 shares

    <0.01% of the 13F portfolio, value $1,929,325.

    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 49,604 shares
    Change vs previous 13F +4,506 shares

    <0.01% of the 13F portfolio, value $3,700,955.

    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 45,098 shares
    Change vs previous 13F +992 shares

    <0.01% of the 13F portfolio, value $2,668,122.

    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 44,106 shares
    Change vs previous 13F +14,806 shares

    <0.01% of the 13F portfolio, value $3,255,625.

    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 29,300 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,355,134.

    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).