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LPL Financial LLC: HEGD position timeline

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

LPL Financial LLC held 1,518,861 HEGD 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 1,518,861 shares
    Change vs previous 13F +106,261 shares

    0.01% of the 13F portfolio, value $40,492,840.

    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 1,412,600 shares
    Change vs previous 13F +134,736 shares

    0.01% of the 13F portfolio, value $34,891,225.

    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 1,277,864 shares
    Change vs previous 13F +173,105 shares

    0.01% of the 13F portfolio, value $32,214,955.

    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 1,104,759 shares
    Change vs previous 13F +150,087 shares

    0.01% of the 13F portfolio, value $27,530,603.

    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 954,672 shares
    Change vs previous 13F -47,533 shares

    0.01% of the 13F portfolio, value $22,434,798.

    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 1,002,205 shares
    Change vs previous 13F -361 shares

    0.01% of the 13F portfolio, value $21,948,296.

    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 1,002,566 shares
    Change vs previous 13F +114,532 shares

    0.01% of the 13F portfolio, value $22,457,478.

    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 888,034 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $19,767,637.

    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).