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Disclosery

LPL Financial LLC: LVHI position timeline

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

LPL Financial LLC held 12,678,832 LVHI 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 12,678,832 shares
    Change vs previous 13F +1,584,107 shares

    0.12% of the 13F portfolio, value $514,570,317.

    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 11,094,725 shares
    Change vs previous 13F +1,121,203 shares

    0.12% of the 13F portfolio, value $449,780,116.

    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 9,973,522 shares
    Change vs previous 13F +1,394,567 shares

    0.1% of the 13F portfolio, value $367,225,039.

    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 8,578,955 shares
    Change vs previous 13F +655,606 shares

    0.09% of the 13F portfolio, value $298,118,659.

    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 7,923,349 shares
    Change vs previous 13F +1,526,683 shares

    0.09% of the 13F portfolio, value $257,904,989.

    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 6,396,666 shares
    Change vs previous 13F +2,322,696 shares

    0.08% of the 13F portfolio, value $207,060,070.

    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 4,073,970 shares
    Change vs previous 13F +950,513 shares

    0.05% of the 13F portfolio, value $124,337,563.

    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 3,123,457 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $97,077,042.

    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).