Skip to content
Disclosery

LPL Financial LLC: MBB position timeline

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

LPL Financial LLC held 27,128,190 MBB 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 27,128,190 shares
    Change vs previous 13F -856,100 shares

    0.58% of the 13F portfolio, value $2,564,156,422.

    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 27,984,290 shares
    Change vs previous 13F +81,121 shares

    0.71% of the 13F portfolio, value $2,657,108,237.

    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 27,903,169 shares
    Change vs previous 13F +1,104,895 shares

    0.73% of the 13F portfolio, value $2,656,939,667.

    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 26,798,274 shares
    Change vs previous 13F +1,447,255 shares

    0.74% of the 13F portfolio, value $2,549,855,712.

    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 25,351,019 shares
    Change vs previous 13F +1,088,417 shares

    0.79% of the 13F portfolio, value $2,380,207,134.

    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 24,262,602 shares
    Change vs previous 13F +2,404,586 shares

    0.89% of the 13F portfolio, value $2,275,346,710.

    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 21,858,016 shares
    Change vs previous 13F +2,668,319 shares

    0.82% of the 13F portfolio, value $2,003,942,828.

    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 19,189,697 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,838,564,829.

    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).