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Disclosery

LPL Financial LLC: KBE position timeline

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

LPL Financial LLC held 355,424 KBE 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 355,424 shares
    Change vs previous 13F +20,882 shares

    0.01% of the 13F portfolio, value $24,246,996.

    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 334,542 shares
    Change vs previous 13F -33,302 shares

    0.01% of the 13F portfolio, value $19,922,001.

    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 367,844 shares
    Change vs previous 13F -168,324 shares

    0.01% of the 13F portfolio, value $22,324,422.

    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 536,168 shares
    Change vs previous 13F +119,219 shares

    0.01% of the 13F portfolio, value $31,859,096.

    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 416,949 shares
    Change vs previous 13F +3,385 shares

    0.01% of the 13F portfolio, value $23,249,072.

    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 413,564 shares
    Change vs previous 13F +36,873 shares

    0.01% of the 13F portfolio, value $21,902,355.

    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 376,691 shares
    Change vs previous 13F +139,740 shares

    0.01% of the 13F portfolio, value $20,895,044.

    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 236,951 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,532,354.

    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).