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Disclosery

LPL Financial LLC: HTRB position timeline

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

LPL Financial LLC held 1,443,464 HTRB 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 1,443,464 shares
    Change vs previous 13F +219,519 shares

    0.01% of the 13F portfolio, value $48,695,259.

    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 1,223,945 shares
    Change vs previous 13F -635,919 shares

    0.01% of the 13F portfolio, value $41,295,916.

    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 1,859,864 shares
    Change vs previous 13F +293,006 shares

    0.02% of the 13F portfolio, value $63,514,366.

    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 1,566,858 shares
    Change vs previous 13F +361,815 shares

    0.02% of the 13F portfolio, value $53,727,557.

    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 1,205,043 shares
    Change vs previous 13F -33,043 shares

    0.01% of the 13F portfolio, value $40,814,798.

    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 1,238,086 shares
    Change vs previous 13F -52,441 shares

    0.02% of the 13F portfolio, value $41,921,594.

    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 1,290,527 shares
    Change vs previous 13F +246,770 shares

    0.02% of the 13F portfolio, value $43,013,264.

    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 1,043,757 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $36,489,745.

    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).