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LPL Financial LLC: LGLV position timeline

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

LPL Financial LLC held 182,070 LGLV 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 182,070 shares
    Change vs previous 13F -4,267 shares

    0.01% of the 13F portfolio, value $33,038,507.

    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 186,337 shares
    Change vs previous 13F +2,376 shares

    0.01% of the 13F portfolio, value $33,186,640.

    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 183,961 shares
    Change vs previous 13F +676 shares

    0.01% of the 13F portfolio, value $32,297,977.

    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 183,285 shares
    Change vs previous 13F -11,924 shares

    0.01% of the 13F portfolio, value $32,653,999.

    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 195,209 shares
    Change vs previous 13F +26,093 shares

    0.01% of the 13F portfolio, value $34,085,454.

    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 169,116 shares
    Change vs previous 13F +34,284 shares

    0.01% of the 13F portfolio, value $29,432,929.

    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 134,832 shares
    Change vs previous 13F -33,741 shares

    0.01% of the 13F portfolio, value $22,275,545.

    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 168,573 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $28,527,611.

    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).