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Disclosery

LPL Financial LLC: IPO position timeline

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

LPL Financial LLC held 101,769 IPO 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 101,769 shares
    Change vs previous 13F +13,394 shares

    <0.01% of the 13F portfolio, value $6,047,113.

    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 88,375 shares
    Change vs previous 13F -31,984 shares

    <0.01% of the 13F portfolio, value $3,701,153.

    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 120,359 shares
    Change vs previous 13F -39,980 shares

    <0.01% of the 13F portfolio, value $5,494,378.

    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 160,339 shares
    Change vs previous 13F +97,604 shares

    <0.01% of the 13F portfolio, value $7,946,378.

    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 62,735 shares
    Change vs previous 13F -4,288 shares

    <0.01% of the 13F portfolio, value $2,819,327.

    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 67,023 shares
    Change vs previous 13F +37,369 shares

    <0.01% of the 13F portfolio, value $2,516,728.

    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 29,654 shares
    Change vs previous 13F -193 shares

    <0.01% of the 13F portfolio, value $1,292,085.

    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 29,847 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,279,824.

    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).