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Disclosery

LPL Financial LLC: LAD position timeline

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

LPL Financial LLC held 12,499 LAD 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 12,499 shares
    Change vs previous 13F +635 shares

    <0.01% of the 13F portfolio, value $3,630,720.

    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 11,864 shares
    Change vs previous 13F -216 shares

    <0.01% of the 13F portfolio, value $2,962,707.

    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 12,080 shares
    Change vs previous 13F -103 shares

    <0.01% of the 13F portfolio, value $4,014,585.

    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 12,183 shares
    Change vs previous 13F -4,851 shares

    <0.01% of the 13F portfolio, value $3,849,928.

    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 17,034 shares
    Change vs previous 13F +9,134 shares

    <0.01% of the 13F portfolio, value $5,754,385.

    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 7,900 shares
    Change vs previous 13F +3,851 shares

    <0.01% of the 13F portfolio, value $2,318,983.

    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 4,049 shares
    Change vs previous 13F +503 shares

    <0.01% of the 13F portfolio, value $1,447,478.

    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 3,546 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,126,405.

    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).