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Disclosery

LPL Financial LLC: HCRB position timeline

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

LPL Financial LLC held 1,328,948 HCRB 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 1,328,948 shares
    Change vs previous 13F +238,532 shares

    0.01% of the 13F portfolio, value $46,495,214.

    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 1,090,416 shares
    Change vs previous 13F -7,065 shares

    0.01% of the 13F portfolio, value $38,219,075.

    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 1,097,481 shares
    Change vs previous 13F +2,065 shares

    0.01% of the 13F portfolio, value $38,888,453.

    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 1,095,416 shares
    Change vs previous 13F +104,878 shares

    0.01% of the 13F portfolio, value $38,887,265.

    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 990,538 shares
    Change vs previous 13F +648,558 shares

    0.01% of the 13F portfolio, value $34,748,065.

    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 341,980 shares
    Change vs previous 13F +99,869 shares

    <0.01% of the 13F portfolio, value $12,015,414.

    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 242,111 shares
    Change vs previous 13F +8,778 shares

    <0.01% of the 13F portfolio, value $8,352,838.

    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 233,333 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,414,568.

    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).