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Disclosery

LPL Financial LLC: HE position timeline

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

LPL Financial LLC held 141,690 HE 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 141,690 shares
    Change vs previous 13F +43,154 shares

    <0.01% of the 13F portfolio, value $1,917,063.

    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 98,536 shares
    Change vs previous 13F +32,736 shares

    <0.01% of the 13F portfolio, value $1,462,271.

    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 65,800 shares
    Change vs previous 13F +2,996 shares

    <0.01% of the 13F portfolio, value $809,341.

    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 62,804 shares
    Change vs previous 13F -528 shares

    <0.01% of the 13F portfolio, value $693,360.

    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 63,332 shares
    Change vs previous 13F +16,250 shares

    <0.01% of the 13F portfolio, value $673,218.

    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 47,082 shares
    Change vs previous 13F -362 shares

    <0.01% of the 13F portfolio, value $515,551.

    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 47,444 shares
    Change vs previous 13F +5,489 shares

    <0.01% of the 13F portfolio, value $461,633.

    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 41,955 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $406,121.

    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).