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LPL Financial LLC: LRGF position timeline

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

LPL Financial LLC held 349,982 LRGF 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 349,982 shares
    Change vs previous 13F -26,547 shares

    0.01% of the 13F portfolio, value $26,469,137.

    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 376,529 shares
    Change vs previous 13F -4,364 shares

    0.01% of the 13F portfolio, value $24,850,882.

    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 380,893 shares
    Change vs previous 13F +49,921 shares

    0.01% of the 13F portfolio, value $26,445,378.

    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 330,972 shares
    Change vs previous 13F +34,951 shares

    0.01% of the 13F portfolio, value $22,863,528.

    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 296,021 shares
    Change vs previous 13F +77,220 shares

    0.01% of the 13F portfolio, value $18,983,849.

    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 218,801 shares
    Change vs previous 13F +46,421 shares

    <0.01% of the 13F portfolio, value $12,664,193.

    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 172,380 shares
    Change vs previous 13F +28,406 shares

    <0.01% of the 13F portfolio, value $10,403,143.

    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 143,974 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,461,372.

    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).