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LPL Financial LLC: LVHD position timeline

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

LPL Financial LLC held 764,164 LVHD 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 764,164 shares
    Change vs previous 13F +19,900 shares

    0.01% of the 13F portfolio, value $33,625,208.

    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 744,264 shares
    Change vs previous 13F -3,527 shares

    0.01% of the 13F portfolio, value $31,675,861.

    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 747,791 shares
    Change vs previous 13F -82,917 shares

    0.01% of the 13F portfolio, value $29,823,101.

    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 830,708 shares
    Change vs previous 13F +37,300 shares

    0.01% of the 13F portfolio, value $34,341,448.

    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 793,408 shares
    Change vs previous 13F +40,190 shares

    0.01% of the 13F portfolio, value $31,625,250.

    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 753,218 shares
    Change vs previous 13F +2,870 shares

    0.01% of the 13F portfolio, value $30,859,342.

    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 750,348 shares
    Change vs previous 13F -13,548 shares

    0.01% of the 13F portfolio, value $28,783,340.

    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 763,896 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $31,105,844.

    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).