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Disclosery

LPL Financial LLC: LOAR position timeline

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

LPL Financial LLC held 12,008 LOAR 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 12,008 shares
    Change vs previous 13F +4,065 shares

    <0.01% of the 13F portfolio, value $967,965.

    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 7,943 shares
    Change vs previous 13F -276 shares

    <0.01% of the 13F portfolio, value $455,054.

    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 8,219 shares
    Change vs previous 13F +1,045 shares

    <0.01% of the 13F portfolio, value $558,892.

    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 7,174 shares
    Change vs previous 13F -3,229 shares

    <0.01% of the 13F portfolio, value $573,920.

    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 10,403 shares
    Change vs previous 13F +5,238 shares

    <0.01% of the 13F portfolio, value $896,427.

    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 5,165 shares
    Change vs previous 13F +448 shares

    <0.01% of the 13F portfolio, value $364,907.

    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 4,717 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $348,633.

    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).