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Disclosery

LPL Financial LLC: KREF position timeline

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

LPL Financial LLC held 90,934 KREF 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 90,934 shares
    Change vs previous 13F -5,445 shares

    <0.01% of the 13F portfolio, value $621,988.

    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 96,379 shares
    Change vs previous 13F -6,881 shares

    <0.01% of the 13F portfolio, value $589,842.

    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 103,260 shares
    Change vs previous 13F -7,205 shares

    <0.01% of the 13F portfolio, value $848,795.

    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 110,465 shares
    Change vs previous 13F -1,400 shares

    <0.01% of the 13F portfolio, value $994,187.

    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 111,865 shares
    Change vs previous 13F +1,113 shares

    <0.01% of the 13F portfolio, value $981,052.

    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 110,752 shares
    Change vs previous 13F +10,702 shares

    <0.01% of the 13F portfolio, value $1,196,123.

    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 100,050 shares
    Change vs previous 13F +397 shares

    <0.01% of the 13F portfolio, value $1,010,501.

    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 99,653 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,230,716.

    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).