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Disclosery

LPL Financial LLC: HL position timeline

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

LPL Financial LLC held 265,883 HL 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 265,883 shares
    Change vs previous 13F -120,551 shares

    <0.01% of the 13F portfolio, value $4,102,570.

    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 386,434 shares
    Change vs previous 13F +57,106 shares

    <0.01% of the 13F portfolio, value $7,199,258.

    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 329,328 shares
    Change vs previous 13F -15,592 shares

    <0.01% of the 13F portfolio, value $6,319,808.

    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 344,920 shares
    Change vs previous 13F +10,461 shares

    <0.01% of the 13F portfolio, value $4,173,533.

    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 334,459 shares
    Change vs previous 13F +138,877 shares

    <0.01% of the 13F portfolio, value $2,003,407.

    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 195,582 shares
    Change vs previous 13F -43,392 shares

    <0.01% of the 13F portfolio, value $1,087,434.

    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 238,974 shares
    Change vs previous 13F -9,000 shares

    <0.01% of the 13F portfolio, value $1,173,361.

    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 247,974 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,653,990.

    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).