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Disclosery

LPL Financial LLC: LFEQ position timeline

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

LPL Financial LLC held 29,905 LFEQ 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 29,905 shares
    Change vs previous 13F -338 shares

    <0.01% of the 13F portfolio, value $1,779,135.

    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 30,243 shares
    Change vs previous 13F -975 shares

    <0.01% of the 13F portfolio, value $1,562,880.

    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 31,218 shares
    Change vs previous 13F -2,026 shares

    <0.01% of the 13F portfolio, value $1,691,104.

    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 33,244 shares
    Change vs previous 13F +52 shares

    <0.01% of the 13F portfolio, value $1,768,911.

    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 33,192 shares
    Change vs previous 13F -7,193 shares

    <0.01% of the 13F portfolio, value $1,638,939.

    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 40,385 shares
    Change vs previous 13F -1,539 shares

    <0.01% of the 13F portfolio, value $1,910,222.

    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 41,924 shares
    Change vs previous 13F -978 shares

    <0.01% of the 13F portfolio, value $2,073,820.

    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 42,902 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,086,768.

    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).