Skip to content
Disclosery

LPL Financial LLC: HEEM position timeline

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

LPL Financial LLC held 73,832 HEEM 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 73,832 shares
    Change vs previous 13F +6,134 shares

    <0.01% of the 13F portfolio, value $3,302,514.

    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 67,698 shares
    Change vs previous 13F +12,425 shares

    <0.01% of the 13F portfolio, value $2,499,404.

    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 55,273 shares
    Change vs previous 13F +3,327 shares

    <0.01% of the 13F portfolio, value $1,921,284.

    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 51,946 shares
    Change vs previous 13F +5,463 shares

    <0.01% of the 13F portfolio, value $1,747,967.

    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 46,483 shares
    Change vs previous 13F +2,708 shares

    <0.01% of the 13F portfolio, value $1,398,915.

    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 43,775 shares
    Change vs previous 13F +2,870 shares

    <0.01% of the 13F portfolio, value $1,229,208.

    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 40,905 shares
    Change vs previous 13F -843 shares

    <0.01% of the 13F portfolio, value $1,105,539.

    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 41,748 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,186,481.

    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).