LPL Financial LLC: HDEF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on HDEF, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 952,348 HDEF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 952,348 sharesChange vs previous 13F -14,756 shares
0.01% of the 13F portfolio, value $30,608,476.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 967,104 sharesChange vs previous 13F +181,113 shares
0.01% of the 13F portfolio, value $31,343,852.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 785,991 sharesChange vs previous 13F +226,472 shares
0.01% of the 13F portfolio, value $24,357,851.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 559,519 sharesChange vs previous 13F +116,470 shares
<0.01% of the 13F portfolio, value $16,461,060.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 443,049 sharesChange vs previous 13F +249,799 shares
<0.01% of the 13F portfolio, value $12,786,398.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 193,250 sharesChange vs previous 13F -72,177 shares
<0.01% of the 13F portfolio, value $5,244,796.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 265,427 sharesChange vs previous 13F +74,700 shares
<0.01% of the 13F portfolio, value $6,447,226.
13F-HR 0001403438-25-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 190,727 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $5,128,643.
13F-HR 0001403438-24-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).