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Disclosery

LPL Financial LLC: KTF position timeline

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

LPL Financial LLC held 91,153 KTF 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 91,153 shares
    Change vs previous 13F -137,583 shares

    <0.01% of the 13F portfolio, value $838,609.

    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 228,736 shares
    Change vs previous 13F -324,341 shares

    <0.01% of the 13F portfolio, value $2,081,495.

    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 553,077 shares
    Change vs previous 13F +58,031 shares

    <0.01% of the 13F portfolio, value $5,027,469.

    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 495,046 shares
    Change vs previous 13F +423,198 shares

    <0.01% of the 13F portfolio, value $4,539,574.

    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 71,848 shares
    Change vs previous 13F -3,810 shares

    <0.01% of the 13F portfolio, value $635,139.

    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 75,658 shares
    Change vs previous 13F +10,027 shares

    <0.01% of the 13F portfolio, value $709,672.

    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 65,631 shares
    Change vs previous 13F +403 shares

    <0.01% of the 13F portfolio, value $620,208.

    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 65,228 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $650,327.

    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).