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LPL Financial LLC: MBIN position timeline

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

LPL Financial LLC held 33,978 MBIN 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 33,978 shares
    Change vs previous 13F -903 shares

    <0.01% of the 13F portfolio, value $1,698,900.

    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 34,881 shares
    Change vs previous 13F -1,911 shares

    <0.01% of the 13F portfolio, value $1,496,744.

    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 36,792 shares
    Change vs previous 13F -2,988 shares

    <0.01% of the 13F portfolio, value $1,253,136.

    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 39,780 shares
    Change vs previous 13F -271 shares

    <0.01% of the 13F portfolio, value $1,265,004.

    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 40,051 shares
    Change vs previous 13F -8,378 shares

    <0.01% of the 13F portfolio, value $1,324,496.

    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 48,429 shares
    Change vs previous 13F +526 shares

    <0.01% of the 13F portfolio, value $1,791,873.

    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 47,903 shares
    Change vs previous 13F +527 shares

    <0.01% of the 13F portfolio, value $1,747,022.

    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 47,376 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,130,025.

    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).