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Disclosery

LPL Financial LLC: HLNE position timeline

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

LPL Financial LLC held 111,918 HLNE 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 111,918 shares
    Change vs previous 13F +59,595 shares

    <0.01% of the 13F portfolio, value $8,822,473.

    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 52,323 shares
    Change vs previous 13F -897 shares

    <0.01% of the 13F portfolio, value $5,200,951.

    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 53,220 shares
    Change vs previous 13F -1,076 shares

    <0.01% of the 13F portfolio, value $7,147,953.

    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 54,296 shares
    Change vs previous 13F +8,966 shares

    <0.01% of the 13F portfolio, value $7,318,602.

    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 45,330 shares
    Change vs previous 13F +18,160 shares

    <0.01% of the 13F portfolio, value $6,442,278.

    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 27,170 shares
    Change vs previous 13F +17,354 shares

    <0.01% of the 13F portfolio, value $4,039,435.

    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 9,816 shares
    Change vs previous 13F +2,101 shares

    <0.01% of the 13F portfolio, value $1,453,195.

    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 7,715 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,299,046.

    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).