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LPL Financial LLC: LPLA position timeline

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

LPL Financial LLC held 146,208 LPLA 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 146,208 shares
    Change vs previous 13F +4,090 shares

    0.01% of the 13F portfolio, value $41,183,870.

    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 142,118 shares
    Change vs previous 13F +7,479 shares

    0.01% of the 13F portfolio, value $42,753,353.

    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 134,639 shares
    Change vs previous 13F +5,741 shares

    0.01% of the 13F portfolio, value $48,089,152.

    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 128,898 shares
    Change vs previous 13F +2,463 shares

    0.01% of the 13F portfolio, value $42,883,096.

    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 126,435 shares
    Change vs previous 13F +8,206 shares

    0.02% of the 13F portfolio, value $47,409,175.

    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 118,229 shares
    Change vs previous 13F +2,956 shares

    0.02% of the 13F portfolio, value $38,677,599.

    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 115,273 shares
    Change vs previous 13F +9,138 shares

    0.02% of the 13F portfolio, value $37,637,882.

    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 106,135 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $24,690,162.

    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).