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Disclosery

LPL Financial LLC: HERD position timeline

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

LPL Financial LLC held 226,513 HERD 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 226,513 shares
    Change vs previous 13F +9,131 shares

    <0.01% of the 13F portfolio, value $10,660,886.

    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 217,382 shares
    Change vs previous 13F -7,276 shares

    <0.01% of the 13F portfolio, value $9,944,145.

    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 224,658 shares
    Change vs previous 13F +4,880 shares

    <0.01% of the 13F portfolio, value $9,763,429.

    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 219,778 shares
    Change vs previous 13F +16,224 shares

    <0.01% of the 13F portfolio, value $9,309,802.

    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 203,554 shares
    Change vs previous 13F +2,602 shares

    <0.01% of the 13F portfolio, value $8,107,541.

    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 200,952 shares
    Change vs previous 13F -1,760 shares

    <0.01% of the 13F portfolio, value $7,527,661.

    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 202,712 shares
    Change vs previous 13F +1,939 shares

    <0.01% of the 13F portfolio, value $7,684,522.

    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 200,773 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,038,960.

    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).