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Disclosery

LPL Financial LLC: LEAD position timeline

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

LPL Financial LLC held 86,522 LEAD 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 86,522 shares
    Change vs previous 13F +21,091 shares

    <0.01% of the 13F portfolio, value $7,930,156.

    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 65,431 shares
    Change vs previous 13F -6,853 shares

    <0.01% of the 13F portfolio, value $5,018,598.

    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 72,284 shares
    Change vs previous 13F -55,415 shares

    <0.01% of the 13F portfolio, value $5,510,184.

    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 127,699 shares
    Change vs previous 13F +19,827 shares

    <0.01% of the 13F portfolio, value $9,721,542.

    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 107,872 shares
    Change vs previous 13F +45,498 shares

    <0.01% of the 13F portfolio, value $7,750,567.

    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 62,374 shares
    Change vs previous 13F -14,309 shares

    <0.01% of the 13F portfolio, value $4,041,274.

    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 76,683 shares
    Change vs previous 13F +1,656 shares

    <0.01% of the 13F portfolio, value $5,097,926.

    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 75,027 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,197,773.

    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).