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Disclosery

LPL Financial LLC: HBT position timeline

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

LPL Financial LLC held 321,709 HBT 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 321,709 shares
    Change vs previous 13F -2,339 shares

    <0.01% of the 13F portfolio, value $10,291,480.

    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 324,048 shares
    Change vs previous 13F +5,669 shares

    <0.01% of the 13F portfolio, value $8,658,571.

    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 318,379 shares
    Change vs previous 13F +9,874 shares

    <0.01% of the 13F portfolio, value $8,230,095.

    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 308,505 shares
    Change vs previous 13F -7,398 shares

    <0.01% of the 13F portfolio, value $7,774,324.

    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 315,903 shares
    Change vs previous 13F -4,773 shares

    <0.01% of the 13F portfolio, value $7,963,913.

    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 320,676 shares
    Change vs previous 13F -4,033 shares

    <0.01% of the 13F portfolio, value $7,186,349.

    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 324,709 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,111,127.

    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).