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Disclosery

LPL Financial LLC: HASI position timeline

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

LPL Financial LLC held 145,131 HASI 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 145,131 shares
    Change vs previous 13F +4,162 shares

    <0.01% of the 13F portfolio, value $5,667,346.

    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 140,969 shares
    Change vs previous 13F -8,370 shares

    <0.01% of the 13F portfolio, value $5,180,619.

    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 149,339 shares
    Change vs previous 13F -6,811 shares

    <0.01% of the 13F portfolio, value $4,693,721.

    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 156,150 shares
    Change vs previous 13F -7,137 shares

    <0.01% of the 13F portfolio, value $4,793,809.

    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 163,287 shares
    Change vs previous 13F -5,959 shares

    <0.01% of the 13F portfolio, value $4,385,893.

    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 169,246 shares
    Change vs previous 13F -16,493 shares

    <0.01% of the 13F portfolio, value $4,948,755.

    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 185,739 shares
    Change vs previous 13F -19,931 shares

    <0.01% of the 13F portfolio, value $4,983,373.

    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 205,670 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,089,444.

    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).