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LPL Financial LLC: KB position timeline

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

LPL Financial LLC held 59,154 KB 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 59,154 shares
    Change vs previous 13F +19,033 shares

    <0.01% of the 13F portfolio, value $6,208,758.

    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 40,121 shares
    Change vs previous 13F +30,517 shares

    <0.01% of the 13F portfolio, value $4,001,309.

    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 9,604 shares
    Change vs previous 13F +658 shares

    <0.01% of the 13F portfolio, value $826,364.

    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 8,946 shares
    Change vs previous 13F -2,573 shares

    <0.01% of the 13F portfolio, value $741,735.

    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 11,519 shares
    Change vs previous 13F +7,147 shares

    <0.01% of the 13F portfolio, value $951,313.

    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 4,372 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $236,549.

    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).