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LPL Financial LLC: HYFI position timeline

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

LPL Financial LLC held 3,092,237 HYFI 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 3,092,237 shares
    Change vs previous 13F +267,403 shares

    0.03% of the 13F portfolio, value $115,464,125.

    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 2,824,834 shares
    Change vs previous 13F +29,907 shares

    0.03% of the 13F portfolio, value $105,055,577.

    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 2,794,927 shares
    Change vs previous 13F +416,410 shares

    0.03% of the 13F portfolio, value $105,033,335.

    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 2,378,517 shares
    Change vs previous 13F +849,769 shares

    0.03% of the 13F portfolio, value $90,275,414.

    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 1,528,748 shares
    Change vs previous 13F +233,495 shares

    0.02% of the 13F portfolio, value $57,286,458.

    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 1,295,253 shares
    Change vs previous 13F -191,272 shares

    0.02% of the 13F portfolio, value $47,717,104.

    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 1,486,525 shares
    Change vs previous 13F +194,143 shares

    0.02% of the 13F portfolio, value $54,845,177.

    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 1,292,382 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $48,606,200.

    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).