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LPL Financial LLC: MA position timeline

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

LPL Financial LLC held 1,068,427 MA 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 1,068,427 shares
    Change vs previous 13F +5,060 shares

    0.12% of the 13F portfolio, value $548,744,369.

    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 1,063,367 shares
    Change vs previous 13F +37,276 shares

    0.14% of the 13F portfolio, value $531,322,090.

    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 1,026,091 shares
    Change vs previous 13F +66,735 shares

    0.16% of the 13F portfolio, value $585,774,690.

    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 959,356 shares
    Change vs previous 13F +57,928 shares

    0.16% of the 13F portfolio, value $545,691,315.

    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 901,428 shares
    Change vs previous 13F +70,475 shares

    0.17% of the 13F portfolio, value $506,548,450.

    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 830,953 shares
    Change vs previous 13F +28,408 shares

    0.18% of the 13F portfolio, value $455,462,178.

    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 802,545 shares
    Change vs previous 13F +763 shares

    0.17% of the 13F portfolio, value $422,596,458.

    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 801,782 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $395,920,124.

    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).