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Disclosery

LPL Financial LLC: IR position timeline

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

LPL Financial LLC held 1,011,044 IR 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 1,011,044 shares
    Change vs previous 13F +40,465 shares

    0.02% of the 13F portfolio, value $82,895,438.

    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 970,579 shares
    Change vs previous 13F +39,013 shares

    0.02% of the 13F portfolio, value $77,762,763.

    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 931,566 shares
    Change vs previous 13F -21,987 shares

    0.02% of the 13F portfolio, value $73,798,723.

    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 953,553 shares
    Change vs previous 13F +107,390 shares

    0.02% of the 13F portfolio, value $78,782,488.

    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 846,163 shares
    Change vs previous 13F +81,518 shares

    0.02% of the 13F portfolio, value $70,383,799.

    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 764,645 shares
    Change vs previous 13F +57,759 shares

    0.02% of the 13F portfolio, value $61,194,480.

    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 706,886 shares
    Change vs previous 13F +474,331 shares

    0.03% of the 13F portfolio, value $63,944,887.

    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 232,555 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $22,827,644.

    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).