LPL Financial LLC: LONZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on LONZ, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 515,906 LONZ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 515,906 sharesChange vs previous 13F +75,440 shares
0.01% of the 13F portfolio, value $25,439,308.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 440,466 sharesChange vs previous 13F -42,150 shares
0.01% of the 13F portfolio, value $21,749,932.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 482,616 sharesChange vs previous 13F +83,652 shares
0.01% of the 13F portfolio, value $24,265,951.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 398,964 sharesChange vs previous 13F +29,719 shares
0.01% of the 13F portfolio, value $20,375,079.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 369,245 sharesChange vs previous 13F +49,169 shares
0.01% of the 13F portfolio, value $18,828,899.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 320,076 sharesChange vs previous 13F +12,597 shares
0.01% of the 13F portfolio, value $16,127,023.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 307,479 sharesChange vs previous 13F +46,629 shares
0.01% of the 13F portfolio, value $15,712,179.
13F-HR 0001403438-25-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 260,850 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $13,339,847.
13F-HR 0001403438-24-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).