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Disclosery

LPL Financial LLC: MAR position timeline

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

LPL Financial LLC held 221,561 MAR 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 221,561 shares
    Change vs previous 13F +8,328 shares

    0.02% of the 13F portfolio, value $82,108,065.

    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 213,233 shares
    Change vs previous 13F -4,469 shares

    0.02% of the 13F portfolio, value $69,742,198.

    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 217,702 shares
    Change vs previous 13F +6,659 shares

    0.02% of the 13F portfolio, value $67,540,053.

    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 211,043 shares
    Change vs previous 13F +19,219 shares

    0.02% of the 13F portfolio, value $54,964,123.

    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 191,824 shares
    Change vs previous 13F +20,069 shares

    0.02% of the 13F portfolio, value $52,408,178.

    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 171,755 shares
    Change vs previous 13F -5,050 shares

    0.02% of the 13F portfolio, value $40,912,099.

    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 176,805 shares
    Change vs previous 13F +10,456 shares

    0.02% of the 13F portfolio, value $49,318,087.

    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 166,349 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $41,354,257.

    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).