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Disclosery

LPL Financial LLC: HEFA position timeline

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

LPL Financial LLC held 3,434,779 HEFA 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 3,434,779 shares
    Change vs previous 13F -107,520 shares

    0.04% of the 13F portfolio, value $161,176,988.

    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 3,542,299 shares
    Change vs previous 13F -80,502 shares

    0.04% of the 13F portfolio, value $150,529,974.

    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 3,622,801 shares
    Change vs previous 13F +49,181 shares

    0.04% of the 13F portfolio, value $149,839,033.

    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 3,573,620 shares
    Change vs previous 13F -1,837,898 shares

    0.04% of the 13F portfolio, value $141,551,077.

    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 5,411,518 shares
    Change vs previous 13F -2,556,417 shares

    0.07% of the 13F portfolio, value $205,421,197.

    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 7,967,935 shares
    Change vs previous 13F +4,726,197 shares

    0.11% of the 13F portfolio, value $289,156,351.

    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 3,241,738 shares
    Change vs previous 13F +519,367 shares

    0.05% of the 13F portfolio, value $112,650,363.

    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 2,722,371 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $96,426,388.

    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).