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LPL Financial LLC: LMND position timeline

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

LPL Financial LLC held 101,900 LMND 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 101,900 shares
    Change vs previous 13F +5,878 shares

    <0.01% of the 13F portfolio, value $6,628,579.

    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 96,022 shares
    Change vs previous 13F +20,387 shares

    <0.01% of the 13F portfolio, value $6,018,643.

    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 75,635 shares
    Change vs previous 13F +10,523 shares

    <0.01% of the 13F portfolio, value $5,383,682.

    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 65,112 shares
    Change vs previous 13F +17,915 shares

    <0.01% of the 13F portfolio, value $3,485,432.

    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 47,197 shares
    Change vs previous 13F +9,036 shares

    <0.01% of the 13F portfolio, value $2,067,712.

    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 38,161 shares
    Change vs previous 13F +1,966 shares

    <0.01% of the 13F portfolio, value $1,199,408.

    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 36,195 shares
    Change vs previous 13F +2,691 shares

    <0.01% of the 13F portfolio, value $1,327,642.

    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 33,504 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $552,485.

    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).