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LPL Financial LLC: LQDI position timeline

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

LPL Financial LLC held 327,199 LQDI 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 327,199 shares
    Change vs previous 13F +22,385 shares

    <0.01% of the 13F portfolio, value $8,599,183.

    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 304,814 shares
    Change vs previous 13F -6,574 shares

    <0.01% of the 13F portfolio, value $7,966,306.

    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 311,388 shares
    Change vs previous 13F +19,852 shares

    <0.01% of the 13F portfolio, value $8,245,549.

    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 291,536 shares
    Change vs previous 13F +45,480 shares

    <0.01% of the 13F portfolio, value $7,845,230.

    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 246,056 shares
    Change vs previous 13F -69,625 shares

    <0.01% of the 13F portfolio, value $6,478,149.

    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 315,681 shares
    Change vs previous 13F -97,519 shares

    <0.01% of the 13F portfolio, value $8,267,690.

    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 413,200 shares
    Change vs previous 13F +48,843 shares

    <0.01% of the 13F portfolio, value $10,513,883.

    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 364,357 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,768,254.

    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).