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Disclosery

LPL Financial LLC: LOUP position timeline

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

LPL Financial LLC held 165,248 LOUP 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 165,248 shares
    Change vs previous 13F +9,675 shares

    <0.01% of the 13F portfolio, value $16,286,843.

    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 155,573 shares
    Change vs previous 13F +24,990 shares

    <0.01% of the 13F portfolio, value $10,710,402.

    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 130,583 shares
    Change vs previous 13F +42,923 shares

    <0.01% of the 13F portfolio, value $9,977,847.

    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 87,660 shares
    Change vs previous 13F +42,148 shares

    <0.01% of the 13F portfolio, value $6,476,460.

    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 45,512 shares
    Change vs previous 13F +24,418 shares

    <0.01% of the 13F portfolio, value $2,849,506.

    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 21,094 shares
    Change vs previous 13F +13,965 shares

    <0.01% of the 13F portfolio, value $957,943.

    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 7,129 shares
    Change vs previous 13F +50 shares

    <0.01% of the 13F portfolio, value $380,281.

    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 7,079 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $336,954.

    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).