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Disclosery

LPL Financial LLC: LMBS position timeline

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

LPL Financial LLC held 13,749,810 LMBS 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 13,749,810 shares
    Change vs previous 13F +1,413,004 shares

    0.15% of the 13F portfolio, value $684,465,470.

    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 12,336,806 shares
    Change vs previous 13F +825,743 shares

    0.16% of the 13F portfolio, value $614,496,279.

    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 11,511,063 shares
    Change vs previous 13F -99,549 shares

    0.16% of the 13F portfolio, value $575,437,979.

    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 11,610,612 shares
    Change vs previous 13F +1,067,632 shares

    0.17% of the 13F portfolio, value $578,092,332.

    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 10,542,980 shares
    Change vs previous 13F +1,293,285 shares

    0.17% of the 13F portfolio, value $519,347,158.

    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 9,249,695 shares
    Change vs previous 13F -19,659 shares

    0.18% of the 13F portfolio, value $454,714,976.

    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 9,269,354 shares
    Change vs previous 13F +708,645 shares

    0.18% of the 13F portfolio, value $451,139,436.

    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 8,560,709 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $422,984,608.

    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).