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Disclosery

LPL Financial LLC: LOAN position timeline

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

LPL Financial LLC held 57,374 LOAN 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 57,374 shares
    Change vs previous 13F -7,904 shares

    <0.01% of the 13F portfolio, value $259,329.

    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 65,278 shares
    Change vs previous 13F +5,280 shares

    <0.01% of the 13F portfolio, value $290,489.

    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 59,998 shares
    Change vs previous 13F -12,739 shares

    <0.01% of the 13F portfolio, value $278,991.

    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 72,737 shares
    Change vs previous 13F +39,810 shares

    <0.01% of the 13F portfolio, value $399,020.

    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 32,927 shares
    Change vs previous 13F +2,522 shares

    <0.01% of the 13F portfolio, value $180,112.

    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 30,405 shares
    Change vs previous 13F +214 shares

    <0.01% of the 13F portfolio, value $179,696.

    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 30,191 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $169,072.

    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).