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Disclosery

LPL Financial LLC: LII position timeline

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

LPL Financial LLC held 22,178 LII 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 22,178 shares
    Change vs previous 13F +780 shares

    <0.01% of the 13F portfolio, value $12,707,051.

    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 21,398 shares
    Change vs previous 13F +3,696 shares

    <0.01% of the 13F portfolio, value $9,931,459.

    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 17,702 shares
    Change vs previous 13F -610 shares

    <0.01% of the 13F portfolio, value $8,595,739.

    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 18,312 shares
    Change vs previous 13F -380 shares

    <0.01% of the 13F portfolio, value $9,693,730.

    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 18,692 shares
    Change vs previous 13F -2,538 shares

    <0.01% of the 13F portfolio, value $10,714,936.

    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 21,230 shares
    Change vs previous 13F -9,865 shares

    <0.01% of the 13F portfolio, value $11,906,277.

    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 31,095 shares
    Change vs previous 13F +4,834 shares

    0.01% of the 13F portfolio, value $18,945,993.

    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 26,261 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $15,869,442.

    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).