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Disclosery

LPL Financial LLC: L position timeline

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

LPL Financial LLC held 116,379 L 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 116,379 shares
    Change vs previous 13F +5,166 shares

    <0.01% of the 13F portfolio, value $13,175,241.

    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 111,213 shares
    Change vs previous 13F +2,999 shares

    <0.01% of the 13F portfolio, value $11,870,848.

    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 108,214 shares
    Change vs previous 13F +10,762 shares

    <0.01% of the 13F portfolio, value $11,396,037.

    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 97,452 shares
    Change vs previous 13F +44,293 shares

    <0.01% of the 13F portfolio, value $9,783,239.

    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 53,159 shares
    Change vs previous 13F +3,500 shares

    <0.01% of the 13F portfolio, value $4,872,599.

    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 49,659 shares
    Change vs previous 13F +9,069 shares

    <0.01% of the 13F portfolio, value $4,564,201.

    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 40,590 shares
    Change vs previous 13F -264 shares

    <0.01% of the 13F portfolio, value $3,437,530.

    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 40,854 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,229,546.

    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).