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Disclosery

LPL Financial LLC: LOB position timeline

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

LPL Financial LLC held 29,965 LOB 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 29,965 shares
    Change vs previous 13F -675 shares

    <0.01% of the 13F portfolio, value $1,223,780.

    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 30,640 shares
    Change vs previous 13F -1,156 shares

    <0.01% of the 13F portfolio, value $1,013,249.

    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 31,796 shares
    Change vs previous 13F +868 shares

    <0.01% of the 13F portfolio, value $1,092,202.

    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 30,928 shares
    Change vs previous 13F +4,259 shares

    <0.01% of the 13F portfolio, value $1,089,271.

    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 26,669 shares
    Change vs previous 13F +7,114 shares

    <0.01% of the 13F portfolio, value $794,736.

    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 19,555 shares
    Change vs previous 13F +9,229 shares

    <0.01% of the 13F portfolio, value $521,342.

    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 10,326 shares
    Change vs previous 13F +757 shares

    <0.01% of the 13F portfolio, value $408,393.

    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 9,569 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $453,277.

    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).