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Disclosery

LPL Financial LLC: HTAB position timeline

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

LPL Financial LLC held 925,807 HTAB 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 925,807 shares
    Change vs previous 13F -227,155 shares

    <0.01% of the 13F portfolio, value $17,758,913.

    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 1,152,962 shares
    Change vs previous 13F -63,232 shares

    0.01% of the 13F portfolio, value $21,906,274.

    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 1,216,194 shares
    Change vs previous 13F -254,317 shares

    0.01% of the 13F portfolio, value $23,290,106.

    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 1,470,511 shares
    Change vs previous 13F -744,622 shares

    0.01% of the 13F portfolio, value $28,130,870.

    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 2,215,133 shares
    Change vs previous 13F -535,432 shares

    0.01% of the 13F portfolio, value $41,445,136.

    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 2,750,565 shares
    Change vs previous 13F +94,582 shares

    0.02% of the 13F portfolio, value $52,728,322.

    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 2,655,983 shares
    Change vs previous 13F +403,827 shares

    0.02% of the 13F portfolio, value $51,419,820.

    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 2,252,156 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $44,615,205.

    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).