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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

  1. period ended2026-06-30
    13F 952,348 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 967,104 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 785,991 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 559,519 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 443,049 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 193,250 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 265,427 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 190,727 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).