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Disclosery

LPL Financial LLC: HFRO position timeline

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

LPL Financial LLC held 615,069 HFRO 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 615,069 shares
    Change vs previous 13F -7,637 shares

    <0.01% of the 13F portfolio, value $4,385,443.

    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 622,706 shares
    Change vs previous 13F -13,761 shares

    <0.01% of the 13F portfolio, value $3,555,651.

    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 636,467 shares
    Change vs previous 13F -26,576 shares

    <0.01% of the 13F portfolio, value $3,806,074.

    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 663,043 shares
    Change vs previous 13F +61,980 shares

    <0.01% of the 13F portfolio, value $4,210,320.

    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 601,063 shares
    Change vs previous 13F -8,955 shares

    <0.01% of the 13F portfolio, value $3,125,525.

    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 610,018 shares
    Change vs previous 13F -130,627 shares

    <0.01% of the 13F portfolio, value $3,172,095.

    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 740,645 shares
    Change vs previous 13F -359,655 shares

    <0.01% of the 13F portfolio, value $3,843,947.

    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 1,100,300 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,744,840.

    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).