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Disclosery

LPL Financial LLC: HR position timeline

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

LPL Financial LLC held 322,085 HR 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 322,085 shares
    Change vs previous 13F -736 shares

    <0.01% of the 13F portfolio, value $6,496,460.

    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 322,821 shares
    Change vs previous 13F +7,322 shares

    <0.01% of the 13F portfolio, value $5,484,727.

    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 315,499 shares
    Change vs previous 13F -11,969 shares

    <0.01% of the 13F portfolio, value $5,347,710.

    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 327,468 shares
    Change vs previous 13F +1,877 shares

    <0.01% of the 13F portfolio, value $5,904,242.

    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 325,591 shares
    Change vs previous 13F +35,771 shares

    <0.01% of the 13F portfolio, value $5,163,868.

    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 289,820 shares
    Change vs previous 13F -3,031 shares

    <0.01% of the 13F portfolio, value $4,897,949.

    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 292,851 shares
    Change vs previous 13F +14,616 shares

    <0.01% of the 13F portfolio, value $4,963,809.

    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 278,235 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,049,970.

    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).