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LPL Financial LLC: HBM position timeline

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

LPL Financial LLC held 243,078 HBM 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 243,078 shares
    Change vs previous 13F +120,946 shares

    <0.01% of the 13F portfolio, value $5,739,072.

    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 122,132 shares
    Change vs previous 13F -40,097 shares

    <0.01% of the 13F portfolio, value $2,552,559.

    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 162,229 shares
    Change vs previous 13F +51,018 shares

    <0.01% of the 13F portfolio, value $3,220,246.

    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 111,211 shares
    Change vs previous 13F +28,253 shares

    <0.01% of the 13F portfolio, value $1,685,959.

    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 82,958 shares
    Change vs previous 13F +8,511 shares

    <0.01% of the 13F portfolio, value $880,185.

    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 74,447 shares
    Change vs previous 13F +48,378 shares

    <0.01% of the 13F portfolio, value $565,053.

    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 26,069 shares
    Change vs previous 13F -91,711 shares

    <0.01% of the 13F portfolio, value $211,159.

    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 117,780 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,082,398.

    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).